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Invesco India Medium Duration Fund vs ICICI Prudential Medium Term Bond Fund compare
ICICI Prudential Medium Term Bond Fund - Growth
Invesco India Medium Duration Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Fund | ICICI Prudential Medium Term Bond Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹5684 Cr | ₹173 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 15 Sep 2004 | 17 Jul 2021 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund BIII Index | NIFTY Medium Duration Debt Index B-III |
| Turn Over | 78% | 40% |
| Expense Ratio | 1.35 | 1.15 |
| Manager | Manish Banthia | Krishna Venkat Cheemalapati |
| ISIN Code | INF109K01AH4 | INF205KA1379 |
| Exits Load | ICICI Prudential Medium Term Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Month | 0.01% | -0.39% |
| 6 Month | 4.47% | 3.82% |
| 1 Year | 8.48% | 7.2% |
| 3 Year | 7.56% | 6.68% |
| 5 Year | 7.01% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.34% | 0.57% |
| 1 Year | 7.86% | 6.07% |
| 3 Year | 8.04% | 7.17% |
| 5 Year | 7.23% | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Year | 7.53% | 6.23% |
| 3 Year | 7.38% | 5.39% |
| 5 Year | 7.5% | - |
Risk Management
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 0.99% | 1.49% |
| Sharp | 1.07% | 0.22% |
| Beta | 1.18% | 1.76% |
| Alpha | -0.02% | -1.26% |
Fund Managers
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Name | Manish Banthia | Krishna Venkat Cheemalapati |
| Total AUM | ₹239319 Cr | ₹24743 Cr |
| Funds Managed | 19 | 19 |
| ICICI Prudential Medium Term Bond Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Others | 94.67 | 100 |
| Real Estate | 5.19 | - |
| Financial Services | 0.14 | - |
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