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Invesco India Medium Duration Fund vs SUNDARAM MEDIUM DURATION FUND Regular Plan compare

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tortoise-icon Invesco India Medium Duration Fund - Regular - Growth

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tortoise-icon SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Invesco India Medium Duration Fund - Regular - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Fund Invesco India Medium Duration Fund - Regular - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹228 Cr ₹44 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹250
Min Addl Investment ₹1000 ₹500
Launch Date 17 Jul 2021 18 Dec 1997
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index B-III Nifty Medium Duration Debt Index A-III
Turn Over 40% 78%
Expense Ratio 1.15 2.19
Manager Krishna Venkat Cheemalapati Dwijendra Srivastava
ISIN Code INF205KA1379 INF903J01FQ2
Exits Load Data not available./365 Sundaram Medium Duration 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 SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month 1.02% 0.82%
6 Month 5.77% 4.93%
1 Year 9.69% 8.11%
3 Year 7.38% 6.17%
5 Year - 4.4%

SIP Return Analysis

Scheme Name Invesco India Medium Duration Fund - Regular - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month 3.47% 2.92%
1 Year 11.15% 9.34%
3 Year 8.49% 7.04%
5 Year - 5.38%

Rolling Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 6.05% 6.57%
3 Year 5.01% 6.49%
5 Year - 6.63%

Risk Management

Scheme Name Invesco India Medium Duration Fund - Regular - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 1.743% 1.81%
Sharp -0.548% -1.215%
Beta 1.535% 1.575%
Alpha -0.899% -1.945%

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Fund Managers

Scheme Name Invesco India Medium Duration Fund - Regular - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Name Krishna Venkat Cheemalapati Dwijendra Srivastava
Total AUM ₹24743 Cr ₹14140 Cr
Funds Managed 19 14
Invesco India Medium Duration Fund - Regular - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Market Cap

Scheme Name

Invesco India Medium Duration Fund - Regular - Growth

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Invesco India Medium Duration Fund - Regular - Growth

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 100 100

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