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) | ₹471 Cr | ₹8781 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
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 | 0.71% | 0.75% |
6 Month | 4.84% | 5.06% |
1 Year | 8.92% | 9.44% |
3 Year | 7.15% | 7.65% |
5 Year | 5.67% | 6.38% |
SIP Return Analysis
Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.7% | 2.84% |
1 Year | 9.55% | 10.1% |
3 Year | 8.04% | 8.39% |
5 Year | 6.55% | 7.08% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.5% | 7.98% |
3 Year | 7.09% | 8.06% |
5 Year | 7.57% | 7.98% |
Risk Management
Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.184% | 0.998% |
Sharp | -0.712% | -0.16% |
Beta | 0.929% | 0.814% |
Alpha | -0.681% | -0.088% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
HDFC Money Market Fund - Growth Option
3Y Returns7.38%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.49%
Tata Ultra Short Term Fund-Regular Plan-Growth
3Y Returns6.56%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.77%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns22.75%
HSBC Global Equity Climate Change Fund of Fund - Regular - Growth
3Y Returns10.54%
Edelweiss Government Securities Fund - Regular Plan - Growth Option
3Y Returns7.84%
Axis Gilt Fund - Regular Plan - Growth Option
3Y Returns8.23%