Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Invesco India Medium Duration Fund vs Axis Strategic Bond Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Medium Duration Fund - Regular - Growth

Invest Now

tortoise-icon Axis Strategic Bond Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
Fund Invesco India Medium Duration Fund - Regular - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹228 Cr ₹1981 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 17 Jul 2021 28 Mar 2012
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index B-III NIFTY Medium Duration Debt Index C-III
Turn Over 40% 20%
Expense Ratio 1.15 1.16
Manager Krishna Venkat Cheemalapati Devang Shah
ISIN Code INF205KA1379 INF846K01BP2
Exits Load Data not available./365 Axis Strategic Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Month 1.1% 1.11%
6 Month 5.54% 5.63%
1 Year 9.6% 10.1%
3 Year 7.29% 8.13%
5 Year - 7.38%

SIP Return Analysis

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
6 Month 2.83% 2.78%
1 Year 9.7% 10.07%
3 Year 7.98% 8.68%
5 Year - 7.49%

Rolling Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Year 6.05% 7.47%
3 Year 5.01% 7.81%
5 Year - 7.98%

Risk Management

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
Standard Deviation 1.743% 1.313%
Sharp -0.548% 0.198%
Beta 1.535% 1.108%
Alpha -0.899% 0.308%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
Name Krishna Venkat Cheemalapati Devang Shah
Total AUM ₹24743 Cr ₹60014 Cr
Funds Managed 19 15
Invesco India Medium Duration Fund - Regular - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Invesco India Medium Duration Fund - Regular - Growth

Axis Strategic Bond Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Invesco India Medium Duration Fund - Regular - Growth

Axis Strategic Bond Fund - Regular Plan - Growth Option

Others 100 99.59
Financial Services - 0.41

Top Comparisons

Sundaram Liquid Fund (G) Sundaram Liquid Fund (G)

3Y Returns6.84%

VS

Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION

3Y Returns6.85%

Compare Now

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns19.72%

VS

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns20.15%

Compare Now

Nippon India Pharma Fund-Growth Plan-Growth Option Nippon India Pharma Fund-Growth Plan-Growth Option

3Y Returns22.97%

VS

Mirae Asset Healthcare Fund -Regular Growth Mirae Asset Healthcare Fund -Regular Growth

3Y Returns21.71%

Compare Now

Kotak Bluechip Fund - Growth Kotak Bluechip Fund - Growth

3Y Returns19.18%

VS

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns18.18%

Compare Now
Add to Cart Successfully