SUNDARAM MEDIUM DURATION FUND Regular Plan vs Invesco India Medium Duration Fund compare
Invesco India Medium Duration Fund - Regular - Growth
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Fund | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹228 Cr | ₹44 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹250 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 17 Jul 2021 | 18 Dec 1997 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Medium Duration Debt Index B-III | Nifty Medium Duration Debt Index A-III |
Turn Over | 40% | 78% |
Expense Ratio | 1.15 | 2.19 |
Manager | Krishna Venkat Cheemalapati | Dwijendra Srivastava |
ISIN Code | INF205KA1379 | INF903J01FQ2 |
Exits Load | Data not available./365 | Sundaram Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
1 Month | 1.6% | 1.49% |
6 Month | 4.96% | 4.31% |
1 Year | 9.56% | 8.17% |
3 Year | 6.61% | 5.47% |
5 Year | - | 4.69% |
SIP Return Analysis
Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
6 Month | 3.21% | 2.73% |
1 Year | 10.25% | 8.63% |
3 Year | 8.1% | 6.72% |
5 Year | - | 5.14% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
1 Year | 6.05% | 6.57% |
3 Year | 5.01% | 6.49% |
5 Year | - | 6.63% |
Risk Management
Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.743% | 1.81% |
Sharp | -0.548% | -1.215% |
Beta | 1.535% | 1.575% |
Alpha | -0.899% | -1.945% |
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Fund Managers
Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Name | Krishna Venkat Cheemalapati | Dwijendra Srivastava |
Total AUM | ₹24743 Cr | ₹14140 Cr |
Funds Managed | 19 | 14 |
Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
Market Cap
Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Invesco India Medium Duration Fund - Regular - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
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