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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) ₹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%

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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
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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