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See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
Invesco MFReligare Invesco Active Income Fund - Plan B - Monthly Dividend
₹1,353.74 as on 20 Jan 2016
Key Metrics Comparison
| Metric | Religare Invesco Active Income Fund - Plan B - Monthly Dividend | Bank of India Credit Risk Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Invesco MF | Bank of India MF |
| Category | Debt - Corporate Bond Fund | Debt - Credit Risk Fund |
| NAV | ₹1,353.74 (20 Jan 2016) | ₹14.89 (16 Sep 2026) |
| Rating | ★★★ | ★★★★ |
| Benchmark | CRISIL Composite Bond Index | CRISIL Credit Risk Debt Index |
| Fund Manager | Sujoy Kumar Das | Alok Singh |
| Inception | 02 Aug 2007 | 27 Feb 2015 |
| Returns | ||
| 1Y | — | 17.89% |
| 3Y | — | 10.08% |
| 5Y | — | 27.76% |
| Since Inception | — | 3.50% |
| Risk | ||
| — | 3.38 | |
| — | -0.08 | |
| — | 0.56 | |
| — | 1.89 | |
| — | 2.94 | |
| — | 0.20% | |
| Costs | ||
| Expense Ratio | 1.70% | 0.62% |
| Exit Load | Nil | NIL for 10% of investments and 1% for remaining investments on or before 1Y, NIL after 1Y |
| Min SIP | ₹100 | ₹1,000 |
| Min Lumpsum | ₹50,00,000 | ₹5,000 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Invesco MF98%
Bank of India…98%
1.9%Only 1.9% of holdings by weight are common between Invesco MF and Bank of India MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingInvesco MFBank of India MF
Net Receivables / (Payables)4.35%1.91%
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