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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) | ₹174 Cr | ₹37 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 | 0.42% | 0.45% |
| 6 Month | 1.45% | 1.29% |
| 1 Year | 7.24% | 6.21% |
| 3 Year | 6.97% | 5.8% |
| 5 Year | - | 3.93% |
SIP Return Analysis
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.2% | 1.1% |
| 1 Year | 5.87% | 5.1% |
| 3 Year | 7.12% | 5.96% |
| 5 Year | - | 5.13% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.36% | 5.91% |
| 3 Year | 5.48% | 6.07% |
| 5 Year | - | 6% |
Risk Management
| Scheme Name | Invesco India Medium Duration Fund - Regular - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.45% | 1.84% |
| Sharp | 0.30% | -1.17% |
| Beta | 1.19% | 0.94% |
| Alpha | -1.00% | -2.11% |
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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