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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) | ₹171 Cr | ₹2734 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 | 0.48% | 0.65% |
| 6 Month | 2.15% | 3.84% |
| 1 Year | 7.23% | 11.17% |
| 3 Year | 7.17% | 9.61% |
| 5 Year | - | 12.51% |
SIP Return Analysis
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 6 Month | 0.49% | 1.12% |
| 1 Year | 5.08% | 8.45% |
| 3 Year | 6.85% | 10.06% |
| 5 Year | - | 11.51% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Year | 6.36% | 9.4% |
| 3 Year | 5.48% | 10.06% |
| 5 Year | - | 8.84% |
Risk Management
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 1.45% | 1.71% |
| Sharp | 0.30% | 1.57% |
| Beta | 1.19% | 0.86% |
| Alpha | -1.00% | 1.67% |
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 | 95.61 |
| Real Estate | - | 1.84 |
| Financial Services | - | 0.8 |
| Industrials | - | 1.2 |
| Utilities | - | 0.54 |
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