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INVESCO INDIA SHORT DURATION FUND vs SBI Short Horizon Debt Fund compare

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tortoise-icon SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

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tortoise-icon INVESCO INDIA SHORT DURATION FUND - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth INVESCO INDIA SHORT DURATION FUND - Growth
Fund SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth INVESCO INDIA SHORT DURATION FUND - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹17716 Cr ₹994 Cr
Min Investment ₹10000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹5000 ₹1000
Launch Date 27 Jul 2007 24 Mar 2007
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark BSE India Bond Index NIFTY Short Duration Debt Index A-II
Turn Over 0.0% 0.0%
Expense Ratio 0.85 1.05
Manager Pradeep Kesavan Krishna Venkat Cheemalapati
ISIN Code INF200K01IG6 INF205K01UN6
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth INVESCO INDIA SHORT DURATION FUND - Growth
1 Month 0.14% 0.07%
6 Month 2.62% 2.4%
1 Year 7.77% 7.46%
3 Year 7.4% 7.19%
5 Year 5.69% 5.32%

SIP Return Analysis

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth INVESCO INDIA SHORT DURATION FUND - Growth
6 Month 1.24% 1.14%
1 Year 6.72% 6.36%
3 Year 7.55% 7.36%
5 Year 6.82% 6.52%

Rolling Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth INVESCO INDIA SHORT DURATION FUND - Growth
1 Year 7.75% 7.59%
3 Year 7.45% 7.15%
5 Year 7.79% 7.53%

Risk Management

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth INVESCO INDIA SHORT DURATION FUND - Growth
Standard Deviation 0.94% 1.05%
Sharp 0.84% 0.54%
Beta 1.36% 1.46%
Alpha -0.52% -0.83%

Fund Managers

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth INVESCO INDIA SHORT DURATION FUND - Growth
Name Pradeep Kesavan Krishna Venkat Cheemalapati
Total AUM ₹434274 Cr ₹24743 Cr
Funds Managed 43 19
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth INVESCO INDIA SHORT DURATION FUND - Growth

Market Cap

Scheme Name

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

INVESCO INDIA SHORT DURATION FUND - Growth

Others 100 100

Sector Allocation

Scheme Name

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

INVESCO INDIA SHORT DURATION FUND - Growth

Others 100 100

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