Invesco India Medium Duration Fund vs Aditya Birla Sun Life Medium Term Plan compare

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Invesco India Medium Duration Fund - Regular - Growth

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Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Fund	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Moderate	Moderately High
Asset Size (Cr)	₹169 Cr	₹2526 Cr
Min Investment	₹1000	₹1000
Min SIP Invesment	₹1000	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	17 Jul 2021	25 Mar 2009
Category	Medium Duration	Medium Duration
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Medium Duration Debt Index B-III	CRISIL Medium Duration Fund CIII Index
Turn Over	40%	78%
Expense Ratio	1.15	1.56
Manager	Krishna Venkat Cheemalapati	Dhaval Joshi
ISIN Code	INF205KA1379	INF209K01603
Exits Load	Data not available./365	Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Month	0.01%	0.41%
6 Month	5.04%	7.63%
1 Year	8.99%	14.01%
3 Year	7.25%	14.9%
5 Year	-	12.38%

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month	2.23%	3.13%
1 Year	9.07%	14.15%
3 Year	8%	11.11%
5 Year	-	12.5%

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year	6.13%	9.31%
3 Year	5.15%	10.07%
5 Year	-	8.79%

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation	1.46%	9.14%
Sharp	0.47%	0.85%
Beta	1.69%	3.84%
Alpha	-1.00%	3.98%

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Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Name	Krishna Venkat Cheemalapati	Dhaval Joshi
Total AUM	₹24743 Cr	₹361932 Cr
Funds Managed	19	55
	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan