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INVESCO INDIA SHORT DURATION FUND vs Sundaram Short Duration Fund Regular Growth compare
Sundaram Short Duration Fund Regular Growth
INVESCO INDIA SHORT DURATION FUND - Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Short Duration Fund Regular Growth | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| Fund | Sundaram Short Duration Fund Regular Growth | INVESCO INDIA SHORT DURATION FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹190 Cr | ₹1121 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹250 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 09 May 2003 | 24 Mar 2007 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Short duration Debt Index A-II | NIFTY Short Duration Debt Index A-II |
| Turn Over | % | 0.0% |
| Expense Ratio | 1.14 | 1.05 |
| Manager | Dwijendra Srivastava | Krishna Venkat Cheemalapati |
| ISIN Code | INF173K01BA3 | INF205K01UN6 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| 1 Month | 0.16% | 0.06% |
| 6 Month | 2.03% | 1.94% |
| 1 Year | 6.93% | 7.04% |
| 3 Year | 7.2% | 7.02% |
| 5 Year | 5.76% | 5.34% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| 6 Month | 0.91% | 0.78% |
| 1 Year | 5.05% | 4.91% |
| 3 Year | 6.99% | 6.93% |
| 5 Year | 6.61% | 6.34% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| 1 Year | 7.32% | 7.59% |
| 3 Year | 7.41% | 7.17% |
| 5 Year | 7.79% | 7.52% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| Standard Deviation | 1.03% | 1.08% |
| Sharp | 0.63% | 0.46% |
| Beta | 1.33% | 1.44% |
| Alpha | -0.51% | -0.75% |
Fund Managers
| Scheme Name | Sundaram Short Duration Fund Regular Growth | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Krishna Venkat Cheemalapati |
| Total AUM | ₹14140 Cr | ₹24743 Cr |
| Funds Managed | 14 | 19 |
| Sundaram Short Duration Fund Regular Growth | INVESCO INDIA SHORT DURATION FUND - Growth |
Market Cap
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| Others | 100 | 100 |
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