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) | ₹1555 Cr | ₹2302 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 | 0.5% | 0.61% |
| 6 Month | 3.01% | 3.49% |
| 1 Year | 6.79% | 7.77% |
| 3 Year | 6.61% | 7.49% |
| 5 Year | 5.1% | 7.08% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.31% | 1.58% |
| 1 Year | 6.43% | 7.5% |
| 3 Year | 6.68% | 7.63% |
| 5 Year | 6% | 7.34% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.33% | 8.13% |
| 3 Year | 7.03% | 7.35% |
| 5 Year | 7.32% | 7.93% |
Risk Management
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.65% | 0.40% |
| Sharp | -1.15% | 1.66% |
| Beta | 1.42% | 4.27% |
| Alpha | 2.1% | -0.46% |
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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