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INVESCO INDIA SHORT DURATION FUND vs UTI Short Duration Fund compare
INVESCO INDIA SHORT DURATION FUND - Growth
UTI Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | INVESCO INDIA SHORT DURATION FUND - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹994 Cr | ₹3296 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 24 Mar 2007 | 19 Sep 2007 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Debt Index A-II | CRISIL Ultra Short Duration Fund BI Index |
| Turn Over | 0.0% | 270% |
| Expense Ratio | 1.05 | 0.84 |
| Manager | Krishna Venkat Cheemalapati | Sudhir Agrawal |
| ISIN Code | INF205K01UN6 | INF789F01QA4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.25% | 0.23% |
| 6 Month | 4.57% | 4.46% |
| 1 Year | 8.26% | 8.35% |
| 3 Year | 7.09% | 7.48% |
| 5 Year | 5.36% | 6.99% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.95% | 1.91% |
| 1 Year | 8.63% | 8.44% |
| 3 Year | 7.97% | 8.02% |
| 5 Year | 6.61% | 7.43% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.54% | 8.01% |
| 3 Year | 7.14% | 7.56% |
| 5 Year | 7.56% | 7.4% |
Risk Management
| Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.06% | 2.58% |
| Sharp | 0.42% | 0.59% |
| Beta | 1.21% | 0.42% |
| Alpha | -0.66% | 2.36% |
Fund Managers
| Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Sudhir Agrawal |
| Total AUM | ₹24743 Cr | ₹7736 Cr |
| Funds Managed | 19 | 6 |
| INVESCO INDIA SHORT DURATION FUND - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
INVESCO INDIA SHORT DURATION FUND - Growth |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
INVESCO INDIA SHORT DURATION FUND - Growth |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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