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) ₹455 Cr ₹2565 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 24 Mar 2007 28 Aug 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 1.15 0.84
Manager Krishna Venkat Cheemalapati Sudhir Agrawal
ISIN Code INF205K01UN6 INF789F01QA4
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth UTI Short Duration Fund - Regular Plan - Growth Option
1 Month 0.72% 0.8%
6 Month 3.73% 3.82%
1 Year 7.63% 7.8%
3 Year 4.93% 7.33%
5 Year 5.69% 7.51%

SIP Return Analysis

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth UTI Short Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.43% 3.31%
3 Year 8.75% 10.01%
5 Year 13.83% 18.46%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth UTI Short Duration Fund - Regular Plan - Growth Option
1 Year 4.89% 6.62%
3 Year 11.01% 15.31%
5 Year 14.2% 18.91%

Risk Management

Scheme Name INVESCO INDIA SHORT DURATION FUND - Growth UTI Short Duration Fund - Regular Plan - Growth Option
Standard Deviation 1.23% 2.58%
Sharp -0.67% 0.59%
Beta 2.32% 0.42%
Alpha 3.83% 2.36%

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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
Fund Manage 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 100 100.03

Sector Allocation

Scheme Name

INVESCO INDIA SHORT DURATION FUND - Growth

UTI Short Duration Fund - Regular Plan - Growth Option

Others 3.91 10.16
Sovereign 35.39 -
Financial 43.05 65.22
Construction 5.51 7.28
Energy 5.47 6
Communication 5.55 2.59
Capital Goods 1.12 2.99
Consumer Staples - 2.26
Automobile - 0.12
Diversified - 1.83
Services - 1.58

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