INVESCO INDIA LOW DURATION FUND vs UTI Low Duration Fund compare
INVESCO INDIA LOW DURATION FUND - Regular - Growth
UTI Low Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | INVESCO INDIA LOW DURATION FUND - Regular - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹1621 Cr | ₹3211 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 18 Jan 2007 | 23 Apr 2007 |
Category | Low Duration | Low Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Low Duration Debt Index A-I | CRISIL Low Duration Fund AI Index |
Turn Over | 0.0% | 252.27% |
Expense Ratio | 0.6 | 0.46 |
Manager | Krishna Venkat Cheemalapati | Anurag Mittal |
ISIN Code | INF205K01HT0 | INF789F01OT9 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.38% | 0.42% |
6 Month | 3.74% | 4.23% |
1 Year | 7.09% | 8.11% |
3 Year | 6.46% | 7.35% |
5 Year | 5.07% | 7.04% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.71% | 1.92% |
1 Year | 7.21% | 8.14% |
3 Year | 6.88% | 7.78% |
5 Year | 5.99% | 7.4% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.35% | 8.16% |
3 Year | 7.04% | 7.34% |
5 Year | 7.34% | 7.94% |
Risk Management
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.65% | 0.44% |
Sharp | -1.15% | 1.45% |
Beta | 1.42% | 4.47% |
Alpha | 2.1% | -0.60% |
Fund Managers
Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Krishna Venkat Cheemalapati | Anurag Mittal |
Total AUM | ₹24743 Cr | ₹35669 Cr |
Funds Managed | 19 | 7 |
INVESCO INDIA LOW DURATION FUND - Regular - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
INVESCO INDIA LOW DURATION FUND - Regular - Growth |
UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
INVESCO INDIA LOW DURATION FUND - Regular - Growth |
UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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