Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

INVESCO INDIA SHORT DURATION FUND vs Aditya Birla Sun Life Short Term Fund compare

Link copied to clipboard!

tortoise-icon INVESCO INDIA SHORT DURATION FUND - Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Invest Now

Chart Comparison

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

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) ₹994 Cr ₹11363 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 0.15% 0.18%
6 Month 2.45% 2.74%
1 Year 7.62% 7.82%
3 Year 7.21% 7.51%
5 Year 5.34% 6.11%

SIP Return Analysis

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
6 Month 1.06% 1.25%
1 Year 6.01% 6.46%
3 Year 7.28% 7.55%
5 Year 6.49% 6.99%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Year 7.59% 7.45%
3 Year 7.16% 7.55%
5 Year 7.53% 7.83%

Risk Management

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Standard Deviation 1.23% 0.96%
Sharp -0.67% 0.91%
Beta 2.32% 1.35%
Alpha 3.83% -0.43%

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

Kotak Multi Asset Allocation Fund - Regular (G) Kotak Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

VS

Mirae Asset Multi Asset Allocation Fund-Reg (G) Mirae Asset Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

Compare Now

Kotak Pioneer Fund- Regular Plan- Growth Option Kotak Pioneer Fund- Regular Plan- Growth Option

3Y Returns24.22%

VS

Quant ESG Integration Strategy Fund Regular - Growth Quant ESG Integration Strategy Fund Regular - Growth

3Y Returns16.17%

Compare Now

DSP Banking & PSU Debt Fund - Regular Plan - Growth DSP Banking & PSU Debt Fund - Regular Plan - Growth

3Y Returns7.38%

VS

Sundaram Banking and PSU Fund - Regular Plan - Growth Sundaram Banking and PSU Fund - Regular Plan - Growth

3Y Returns7.47%

Compare Now

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns18.01%

VS

HSBC Large & Mid Cap Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns21.85%

Compare Now
Add to Cart Successfully