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

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tortoise-icon INVESCO INDIA SHORT DURATION FUND - Growth

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

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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) ₹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

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