Nippon India Medium Duration Fund - Growth Option
Invesco India Medium Duration Fund - Regular - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Medium Duration Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Fund | Nippon India Medium Duration Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹103 Cr | ₹170 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Jun 2014 | 17 Jul 2021 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Medium Duration Fund CIII Index | NIFTY Medium Duration Debt Index B-III |
Turn Over | 0.0% | 40% |
Expense Ratio | 1.1 | 1.15 |
Manager | Sushil Budhia | Krishna Venkat Cheemalapati |
ISIN Code | INF204KA1PZ1 | INF205KA1379 |
Exits Load | Nippon India Strategic Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Medium Duration Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
1 Month | 2.77% | 0.43% |
6 Month | 6.7% | 4.54% |
1 Year | 11.06% | 8.43% |
3 Year | 8.31% | 7.06% |
5 Year | 8.7% | - |
SIP Return Analysis
Scheme Name | Nippon India Medium Duration Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
6 Month | 4.08% | 1.89% |
1 Year | 13.25% | 8.5% |
3 Year | 9.68% | 7.86% |
5 Year | 8.79% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Medium Duration Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
1 Year | 6.8% | 6.13% |
3 Year | 5.19% | 5.15% |
5 Year | -0.99% | - |
Risk Management
Scheme Name | Nippon India Medium Duration Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Standard Deviation | 1.40% | 1.51% |
Sharp | 0.55% | 0.35% |
Beta | 1.38% | 1.75% |
Alpha | -0.63% | -1.25% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Nippon India Medium Duration Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Name | Sushil Budhia | Krishna Venkat Cheemalapati |
Total AUM | ₹29447 Cr | ₹24743 Cr |
Funds Managed | 11 | 19 |
Nippon India Medium Duration Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
Market Cap
Scheme Name |
Nippon India Medium Duration Fund - Growth Option |
Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Nippon India Medium Duration Fund - Growth Option |
Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
Kotak Silver ETF Fund of Fund - Regular Plan - Growth Option
3Y Returns0%
Aditya Birla Sun Life Silver ETF FOF-Regular Growth
3Y Returns23.44%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns20.71%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns27.19%
SBI Overnight Fund - Regular Plan - Growth
3Y Returns6.33%
Nippon India Overnight Fund - Regular Plan - Growth Option
3Y Returns6.38%
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns8.11%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.7%