- 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
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Invesco India Medium Duration Fund vs SUNDARAM MEDIUM DURATION FUND Regular Plan compare
Invesco India Medium Duration Fund - Regular - Growth
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
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) | ₹173 Cr | ₹43 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 | 0.42% | 0.32% |
| 6 Month | 3.98% | 3.31% |
| 1 Year | 7.32% | 6.02% |
| 3 Year | 6.77% | 5.62% |
| 5 Year | - | 4.05% |
SIP Return Analysis
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.88% | 0.62% |
| 1 Year | 6.65% | 5.44% |
| 3 Year | 7.31% | 6.01% |
| 5 Year | - | 5% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.23% | 6.61% |
| 3 Year | 5.39% | 6.41% |
| 5 Year | - | 6.59% |
Risk Management
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.59% | 1.54% |
| Sharp | -0.04% | -0.76% |
| Beta | 1.84% | 1.74% |
| Alpha | -1.38% | -2.40% |
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 |
Top Comparisons
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns22.83%
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns20.03%
Franklin India Focused Equity Fund - Growth Plan
3Y Returns15.71%
Bandhan Focused Fund - Regular Plan - Growth
3Y Returns16.92%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns16.7%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns24%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns11.16%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns11.45%
