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) | ₹1742 Cr | ₹3184 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 | 0.31% | 0.38% |
| 6 Month | 2.58% | 3.05% |
| 1 Year | 6.54% | 7.56% |
| 3 Year | 6.54% | 7.45% |
| 5 Year | 5.12% | 7.12% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.21% | 1.46% |
| 1 Year | 5.92% | 6.92% |
| 3 Year | 6.52% | 7.46% |
| 5 Year | 5.99% | 7.27% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.31% | 8.07% |
| 3 Year | 7.02% | 7.36% |
| 5 Year | 7.31% | 7.91% |
Risk Management
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.37% | 0.39% |
| Sharp | -0.30% | 1.86% |
| Beta | 1.16% | 1.23% |
| Alpha | -1.17% | -0.38% |
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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