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) ₹173 Cr ₹1938 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 -0.38% -0.04%
6 Month 3.91% 4.58%
1 Year 7.45% 8.62%
3 Year 6.72% 7.79%
5 Year - 6.87%

SIP Return Analysis

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
6 Month 1.21% 1.72%
1 Year 7.22% 8.56%
3 Year 7.49% 8.46%
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 6.23% 7.57%
3 Year 5.39% 7.82%
5 Year - 7.84%

Risk Management

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
Standard Deviation 1.49% 1.21%
Sharp 0.22% 1.02%
Beta 1.76% 1.43%
Alpha -1.26% -0.06%

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 99.77
Financial Services - 0.23

Top Comparisons

Tata Money Market Fund-Regular Plan - Growth Option Tata Money Market Fund-Regular Plan - Growth Option

3Y Returns7.5%

VS

HSBC Money Market Fund - Regular Growth HSBC Money Market Fund - Regular Growth

3Y Returns7.16%

Compare Now

Kotak Aggressive Hybrid Fund - Growth Kotak Aggressive Hybrid Fund - Growth

3Y Returns15.13%

VS

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

3Y Returns16.37%

Compare Now

UTI Low Duration Fund- Discontinued Growth Option UTI Low Duration Fund- Discontinued Growth Option

3Y Returns6.99%

VS

Axis Treasury Advantage Fund - Regular Plan - Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option

3Y Returns7.32%

Compare Now

ITI Overnight Fund Regular - Growth ITI Overnight Fund Regular - Growth

3Y Returns6.14%

VS

Kotak Overnight Fund -Regular plan-Growth Option Kotak Overnight Fund -Regular plan-Growth Option

3Y Returns6.36%

Compare Now
Add to Cart Successfully