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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 | 1.6% | 1.54% |
| 6 Month | 4.96% | 5.17% |
| 1 Year | 9.56% | 10.13% |
| 3 Year | 6.61% | 7.67% |
| 5 Year | - | 7.43% |
SIP Return Analysis
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.21% | 3.2% |
| 1 Year | 10.25% | 10.69% |
| 3 Year | 8.1% | 8.83% |
| 5 Year | - | 7.57% |
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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