- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Invesco India Medium Duration Fund vs HSBC Medium Duration Fund compare
Invesco India Medium Duration Fund - Regular - Growth
HSBC Medium Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Fund | Invesco India Medium Duration Fund - Regular - Growth | HSBC Medium Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹228 Cr | ₹744 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Jul 2021 | 02 Feb 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index B-III | NIFTY Medium Duration Debt Index B-III |
| Turn Over | 40% | 54% |
| Expense Ratio | 1.15 | 1.1 |
| Manager | Krishna Venkat Cheemalapati | Shriram Ramanathan |
| ISIN Code | INF205KA1379 | INF917K01TH0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.11% | 0.13% |
| 6 Month | 4.86% | 5.25% |
| 1 Year | 8.79% | 9.33% |
| 3 Year | 7.31% | 7.96% |
| 5 Year | - | 6.95% |
SIP Return Analysis
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.26% | 2.49% |
| 1 Year | 9% | 9.75% |
| 3 Year | 7.92% | 8.51% |
| 5 Year | - | 7.18% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.13% | 7.18% |
| 3 Year | 5.15% | 6.19% |
| 5 Year | - | 6.4% |
Risk Management
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.743% | 1.516% |
| Sharp | -0.548% | -0.245% |
| Beta | 1.535% | 1.306% |
| Alpha | -0.899% | -0.255% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Shriram Ramanathan |
| Total AUM | ₹24743 Cr | ₹32638 Cr |
| Funds Managed | 19 | 11 |
| Invesco India Medium Duration Fund - Regular - Growth | HSBC Medium Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.33%
Nippon India Overnight Fund - Regular Plan - Growth Option
3Y Returns6.36%
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns7.05%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.2%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns32.36%
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns19.37%
Nippon India Credit Risk Fund - Growth Plan
3Y Returns8.23%
HSBC Credit Risk Fund - Regular Growth
3Y Returns11.25%
