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) | ₹16277 Cr | ₹925 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 | 0.63% | 0.61% |
| 6 Month | 3.28% | 3.12% |
| 1 Year | 8.24% | 7.97% |
| 3 Year | 7.63% | 7.36% |
| 5 Year | 5.76% | 5.41% |
SIP Return Analysis
| Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| 6 Month | 0.84% | 0.77% |
| 1 Year | 6.28% | 6.02% |
| 3 Year | 7.38% | 7.24% |
| 5 Year | 6.64% | 6.35% |
Rolling Lumpsum Returns
| Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| 1 Year | 7.71% | 7.56% |
| 3 Year | 7.42% | 7.12% |
| 5 Year | 7.81% | 7.54% |
Risk Management
| Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| Standard Deviation | 0.96% | 1.06% |
| Sharp | 0.76% | 0.45% |
| Beta | 1.34% | 1.41% |
| Alpha | -0.56% | -0.86% |
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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