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) | ₹804 Cr | ₹12129 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 | 0.34% | 0.4% |
6 Month | 4.41% | 4.77% |
1 Year | 7.9% | 8.57% |
3 Year | 7.06% | 7.46% |
5 Year | 5.48% | 6.13% |
SIP Return Analysis
Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.29% | 1.45% |
1 Year | 7.54% | 8.15% |
3 Year | 7.64% | 8.04% |
5 Year | 6.48% | 7.01% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.54% | 8.02% |
3 Year | 7.14% | 8.01% |
5 Year | 7.56% | 7.97% |
Risk Management
Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.12% | 1.02% |
Sharp | 0.25% | 0.67% |
Beta | 1.28% | 1.21% |
Alpha | -0.65% | -0.21% |
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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