Invesco India Medium Duration Fund vs DSP Bond Fund compare
Invesco India Medium Duration Fund - Regular - Growth
DSP Bond Fund - Growth
Chart Comparison
Overview
Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | DSP Bond Fund - Growth |
---|---|---|
Fund | Invesco India Medium Duration Fund - Regular - Growth | DSP Bond Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹228 Cr | ₹306 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 17 Jul 2021 | 29 Apr 1997 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Medium Duration Debt Index B-III | CRISIL Medium Duration Fund BIII Index |
Turn Over | 40% | 78% |
Expense Ratio | 1.15 | 0.75 |
Manager | Krishna Venkat Cheemalapati | Vivekanand Ramakrishnan |
ISIN Code | INF205KA1379 | INF740K01557 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | DSP Bond Fund - Growth |
---|---|---|
1 Month | 1.6% | 1.61% |
6 Month | 4.96% | 5.23% |
1 Year | 9.56% | 9.84% |
3 Year | 6.61% | 7.25% |
5 Year | - | 6.55% |
SIP Return Analysis
Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | DSP Bond Fund - Growth |
---|---|---|
6 Month | 3.21% | 3.45% |
1 Year | 10.25% | 10.95% |
3 Year | 8.1% | 8.56% |
5 Year | - | 6.97% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | DSP Bond Fund - Growth |
---|---|---|
1 Year | 6.05% | 6.98% |
3 Year | 5.01% | 6.8% |
5 Year | - | 6.63% |
Risk Management
Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | DSP Bond Fund - Growth |
---|---|---|
Standard Deviation | 1.743% | 1.497% |
Sharp | -0.548% | -0.271% |
Beta | 1.535% | 1.325% |
Alpha | -0.899% | -0.287% |
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Fund Managers
Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | DSP Bond Fund - Growth |
---|---|---|
Name | Krishna Venkat Cheemalapati | Vivekanand Ramakrishnan |
Total AUM | ₹24743 Cr | ₹3101 Cr |
Funds Managed | 19 | 3 |
Invesco India Medium Duration Fund - Regular - Growth | DSP Bond Fund - Growth |
Market Cap
Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
DSP Bond Fund - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
DSP Bond Fund - Growth |
---|---|---|
Others | 100 | 100 |
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