INVESCO INDIA SHORT DURATION FUND vs Axis Short Term Fund compare
INVESCO INDIA SHORT DURATION FUND - Growth
Axis Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | INVESCO INDIA SHORT DURATION FUND - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹994 Cr | ₹12692 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 24 Mar 2007 | 22 Jan 2010 |
| 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% | 0.0% |
| Expense Ratio | 1.05 | 0.89 |
| Manager | Krishna Venkat Cheemalapati | Devang Shah |
| ISIN Code | INF205K01UN6 | INF846K01644 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.11% | 0.17% |
| 6 Month | 2.31% | 2.64% |
| 1 Year | 7.44% | 7.96% |
| 3 Year | 7.17% | 7.56% |
| 5 Year | 5.31% | 5.98% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.14% | 1.29% |
| 1 Year | 6.36% | 6.97% |
| 3 Year | 7.36% | 7.79% |
| 5 Year | 6.52% | 7.04% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.59% | 8.11% |
| 3 Year | 7.16% | 7.92% |
| 5 Year | 7.53% | 7.95% |
Risk Management
| Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.23% | 1.02% |
| Sharp | -0.67% | -0.17% |
| Beta | 2.32% | 1.93% |
| Alpha | 3.83% | 3.69% |
Fund Managers
| Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Devang Shah |
| Total AUM | ₹24743 Cr | ₹60014 Cr |
| Funds Managed | 19 | 15 |
| INVESCO INDIA SHORT DURATION FUND - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
INVESCO INDIA SHORT DURATION FUND - Growth |
Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
INVESCO INDIA SHORT DURATION FUND - Growth |
Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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