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INVESCO INDIA SHORT DURATION FUND vs Axis Short Term Fund compare

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tortoise-icon INVESCO INDIA SHORT DURATION FUND - Growth

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tortoise-icon Axis Short Duration Fund - Regular Plan - Growth Option

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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 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%

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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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