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) | ₹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 |
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