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INVESCO INDIA SHORT DURATION FUND vs Sundaram Short Duration Fund Regular Growth compare

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tortoise-icon Sundaram Short Duration Fund Regular 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 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) ₹217 Cr ₹471 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 1.41% 1.44%
6 Month 4.61% 4.7%
1 Year 9.32% 9.04%
3 Year 6.97% 6.55%
5 Year 7.71% 5.94%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth INVESCO INDIA SHORT DURATION FUND - Growth
6 Month 2.84% 2.92%
1 Year 9.76% 9.68%
3 Year 8.1% 7.93%
5 Year 6.88% 6.4%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth INVESCO INDIA SHORT DURATION FUND - Growth
1 Year 7.04% 7.46%
3 Year 7.28% 7.15%
5 Year 7.81% 7.58%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth INVESCO INDIA SHORT DURATION FUND - Growth
Standard Deviation 1.013% 1.184%
Sharp -0.227% -0.712%
Beta 0.712% 0.929%
Alpha -0.204% -0.681%

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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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