- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹122 Cr | ₹174 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 | 0.62% | 0.47% |
| 6 Month | 4.64% | 1.59% |
| 1 Year | 9.94% | 6.91% |
| 3 Year | 8.38% | 6.96% |
| 5 Year | 8.92% | - |
SIP Return Analysis
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.58% | 1.14% |
| 1 Year | 9.35% | 5.78% |
| 3 Year | 9.02% | 7.13% |
| 5 Year | 8.36% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Year | 6.97% | 6.36% |
| 3 Year | 5.75% | 5.48% |
| 5 Year | -0.93% | - |
Risk Management
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 8.15% | 1.45% |
| Sharp | 0.47% | 0.30% |
| Beta | 0.18% | 1.19% |
| Alpha | 3.87% | -1.00% |
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
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
3Y Returns15.39%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns15.19%
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.54%
DSP Savings Fund - Regular Plan - Growth
3Y Returns7.22%
ITI Value Fund Regular - Growth
3Y Returns16.91%
ICICI Prudential Value Fund - Growth
3Y Returns20.68%
Bandhan Overnight Fund Regular - Growth
3Y Returns6.32%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.32%
