INVESCO INDIA SHORT DURATION FUND vs Aditya Birla Sun Life Short Term Fund compare
INVESCO INDIA SHORT DURATION FUND - Growth
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| Fund | INVESCO INDIA SHORT DURATION FUND - Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹925 Cr | ₹10696 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Mar 2007 | 09 May 2003 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Debt Index A-II | NIFTY Short Duration Debt Index B-II |
| Turn Over | 0.0% | 78% |
| Expense Ratio | 1.05 | 0.95 |
| Manager | Krishna Venkat Cheemalapati | Dhaval Joshi |
| ISIN Code | INF205K01UN6 | INF209K01942 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.57% | 0.74% |
| 6 Month | 3.16% | 3.25% |
| 1 Year | 7.99% | 8.18% |
| 3 Year | 7.39% | 7.65% |
| 5 Year | 5.42% | 6.2% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 1.35% | 1.51% |
| 1 Year | 7.24% | 7.54% |
| 3 Year | 7.65% | 7.86% |
| 5 Year | 6.6% | 7.1% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.56% | 7.28% |
| 3 Year | 7.12% | 7.52% |
| 5 Year | 7.54% | 7.84% |
Risk Management
| Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 1.05% | 0.96% |
| Sharp | 0.58% | 0.90% |
| Beta | 1.42% | 1.31% |
| Alpha | -0.86% | -0.49% |
Fund Managers
| Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Dhaval Joshi |
| Total AUM | ₹24743 Cr | ₹361932 Cr |
| Funds Managed | 19 | 55 |
| INVESCO INDIA SHORT DURATION FUND - Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
INVESCO INDIA SHORT DURATION FUND - Growth |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
INVESCO INDIA SHORT DURATION FUND - Growth |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
SBI NIFTY Index Fund - Regular Plan - Growth
3Y Returns12.89%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns17.52%
Franklin India Aggressive Hybrid Fund - Growth Plan
3Y Returns14.65%
Nippon India Aggressive Hybrid Fund - Regular - Growth
3Y Returns15.26%
Bandhan Value Fund - Regular Plan - Growth
3Y Returns17.17%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns18.09%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns20.53%
Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option
3Y Returns16.14%