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INVESCO INDIA SHORT DURATION FUND vs UTI Short Duration Fund compare

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tortoise-icon INVESCO INDIA SHORT DURATION FUND - Growth

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tortoise-icon UTI Short Duration Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 0.07% 0.08%
6 Month 4.43% 4.35%
1 Year 8.11% 8.2%
3 Year 7.04% 7.41%
5 Year 5.36% 6.98%

SIP Return Analysis

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth UTI Short Duration Fund - Regular Plan - Growth Option
6 Month 1.7% 1.66%
1 Year 8.16% 7.99%
3 Year 7.81% 7.87%
5 Year 6.54% 7.35%

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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