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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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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)	₹176 Cr	₹2905 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	-0.04%	1.85%
6 Month	1.11%	4.25%
1 Year	6.13%	12.22%
3 Year	6.64%	9.89%
5 Year	-	12.09%

SIP Return Analysis

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month	0.57%	2.93%
1 Year	3.75%	10.05%
3 Year	6.41%	10.89%
5 Year	-	11.74%

Rolling Lumpsum Returns

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year	6.55%	9.47%
3 Year	6.54%	9.92%
5 Year	-	8.91%

Risk Management

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation	2.1%	9.4%
Sharp	-	-
Beta	-	-
Alpha	-	-

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	95.9
Real Estate	-	1.69
Financial Services	-	0.77
Industrials	-	1.12
Utilities	-	0.52

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