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Invesco India Medium Duration Fund vs Aditya Birla Sun Life Medium Term Plan compare
Invesco India Medium Duration Fund - Regular - Growth
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Chart Comparison
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) | ₹228 Cr | ₹2049 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 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Month | 1.6% | 1.52% |
| 6 Month | 4.96% | 7.06% |
| 1 Year | 9.56% | 14.56% |
| 3 Year | 6.61% | 14.26% |
| 5 Year | - | 13.73% |
SIP Return Analysis
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 6 Month | 3.21% | 4.34% |
| 1 Year | 10.25% | 15.8% |
| 3 Year | 8.1% | 11.69% |
| 5 Year | - | 12.7% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Year | 6.05% | 9.22% |
| 3 Year | 5.01% | 9.95% |
| 5 Year | - | 8.72% |
Risk Management
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 1.743% | 9.216% |
| Sharp | -0.548% | 0.725% |
| Beta | 1.535% | 3.163% |
| Alpha | -0.899% | 6.914% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 95.74 |
| Real Estate | - | 1.13 |
| Financial Services | - | 1 |
| Industrials | - | 1.52 |
| Utilities | - | 0.6 |
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