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Nippon India Medium Duration Fund - Growth Option
Invesco India Medium Duration Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Fund | Nippon India Medium Duration Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹122 Cr | ₹174 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Jun 2014 | 17 Jul 2021 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund CIII Index | NIFTY Medium Duration Debt Index B-III |
| Turn Over | 0.0% | 40% |
| Expense Ratio | 1.1 | 1.15 |
| Manager | Sushil Budhia | Krishna Venkat Cheemalapati |
| ISIN Code | INF204KA1PZ1 | INF205KA1379 |
| Exits Load | Nippon India Strategic Debt 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 | Nippon India Medium Duration Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Month | 0.49% | 0.25% |
| 6 Month | 4.41% | 1.43% |
| 1 Year | 10.21% | 7.26% |
| 3 Year | 8.43% | 7.02% |
| 5 Year | 8.92% | - |
SIP Return Analysis
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.97% | 1.07% |
| 1 Year | 9.75% | 5.79% |
| 3 Year | 9.04% | 7.09% |
| 5 Year | 8.32% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Year | 6.95% | 6.36% |
| 3 Year | 5.7% | 5.48% |
| 5 Year | -0.93% | - |
Risk Management
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 1.90% | 1.45% |
| Sharp | 0.86% | 0.30% |
| Beta | 1.10% | 1.19% |
| Alpha | 0.32% | -1.00% |
Fund Managers
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Name | Sushil Budhia | Krishna Venkat Cheemalapati |
| Total AUM | ₹29447 Cr | ₹24743 Cr |
| Funds Managed | 11 | 19 |
| Nippon India Medium Duration Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
Market Cap
| Scheme Name |
Nippon India Medium Duration Fund - Growth Option |
Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Nippon India Medium Duration Fund - Growth Option |
Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
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