Axis Ultra Short Term Fund vs HSBC Ultra Short Duration Fund compare
HSBC Ultra Short Duration Fund - Regular Growth
Axis Ultra Short Duration Fund - Regular Plan Growth
Chart Comparison
Overview
Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
---|---|---|
Fund | HSBC Ultra Short Duration Fund - Regular Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹3051 Cr | ₹6681 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 29 Jan 2020 | 10 Sep 2018 |
Category | Ultra Short Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Ultra Short Duration Fund AI Index | NIFTY Ultra Short Duration Debt Index B-I |
Turn Over | 54% | 0.0% |
Expense Ratio | 0.47 | 1.17 |
Manager | Jalpan Shah | Aditya Pagaria |
ISIN Code | INF336L01OW1 | INF846K01G23 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
---|---|---|
1 Month | 0.54% | 0.51% |
6 Month | 3.88% | 3.69% |
1 Year | 7.52% | 7.12% |
3 Year | 7.12% | 6.68% |
5 Year | 5.69% | 5.37% |
SIP Return Analysis
Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
---|---|---|
6 Month | 1.85% | 1.77% |
1 Year | 7.65% | 7.26% |
3 Year | 7.4% | 6.99% |
5 Year | 6.61% | 6.21% |
Rolling Lumpsum Returns
Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
---|---|---|
1 Year | 5.36% | 6% |
3 Year | 5.33% | 4.85% |
5 Year | 5.66% | 5.28% |
Risk Management
Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
---|---|---|
Standard Deviation | 0.29% | 0.30% |
Sharp | 1.31% | -0.29% |
Beta | 2.86% | 3.05% |
Alpha | -0.42% | -0.88% |
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Fund Managers
Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
---|---|---|
Name | Jalpan Shah | Aditya Pagaria |
Total AUM | ₹16521 Cr | ₹0 Cr |
Funds Managed | 6 | 15 |
HSBC Ultra Short Duration Fund - Regular Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
Market Cap
Scheme Name |
HSBC Ultra Short Duration Fund - Regular Growth |
Axis Ultra Short Duration Fund - Regular Plan Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
HSBC Ultra Short Duration Fund - Regular Growth |
Axis Ultra Short Duration Fund - Regular Plan Growth |
---|---|---|
Others | 100 | 100 |
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