INVESCO INDIA SHORT DURATION FUND vs SBI Short Horizon Debt Fund compare
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
INVESCO INDIA SHORT DURATION FUND - Growth
Chart Comparison
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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