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) | ₹471 Cr | ₹2338 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 | 0.85 |
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 | 1.44% | 1.38% |
6 Month | 4.7% | 4.6% |
1 Year | 9.04% | 8.93% |
3 Year | 6.55% | 7.07% |
5 Year | 5.94% | 7.62% |
SIP Return Analysis
Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.92% | 2.86% |
1 Year | 9.68% | 9.66% |
3 Year | 7.93% | 8.11% |
5 Year | 6.4% | 7.44% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.46% | 7.94% |
3 Year | 7.15% | 7.59% |
5 Year | 7.58% | 7.42% |
Risk Management
Scheme Name | INVESCO INDIA SHORT DURATION FUND - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.184% | 2.58% |
Sharp | -0.712% | 0.59% |
Beta | 0.929% | 0.42% |
Alpha | -0.681% | 2.36% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Franklin India Dynamic Asset Allocation Fund of Funds-Growth
3Y Returns13.9%
HDFC Multi-Asset Active FOF - Growth
3Y Returns15.59%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
Quant Active Fund-Growth
3Y Returns11.77%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.16%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.22%
ITI Multi Cap Fund Regular - Growth
3Y Returns18.74%
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%