Invesco India Medium Duration Fund vs Axis Strategic Bond Fund compare
Invesco India Medium Duration Fund - Regular - Growth
Axis Strategic Bond Fund - Regular Plan - Growth Option
Chart Comparison
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% |
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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 |
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