Axis Ultra Short Term Fund vs HSBC Ultra Short Duration Fund compare

Link copied to clipboard!

tortoise-icon HSBC Ultra Short Duration Fund - Regular Growth

Invest Now

tortoise-icon Axis Ultra Short Term Fund - Regular Plan Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth Axis Ultra Short Term Fund - Regular Plan Growth
Fund HSBC Ultra Short Duration Fund - Regular Growth Axis Ultra Short Term Fund - Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹2335 Cr ₹4594 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹100
Launch Date 29 Jan 2020 05 Sep 2018
Category Ultra Short Duration Ultra Short Duration
Fund Type 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 1.16
Manager Jalpan Shah Aditya Pagaria
ISIN Code INF336L01OW1 INF846K01G23
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth Axis Ultra Short Term Fund - Regular Plan Growth
1 Month 0.6% 0.56%
6 Month 3.68% 3.49%
1 Year 7.26% 6.83%
3 Year 5.84% 5.42%
5 Year - 5.2%

SIP Return Analysis

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth Axis Ultra Short Term Fund - Regular Plan Growth
6 Month - -
1 Year 3.3% 3.12%
3 Year 9.8% 9.14%
5 Year 13.37% 14.04%

Rolling Lumpsum Returns

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth Axis Ultra Short Term Fund - Regular Plan Growth
1 Year 4.68% 4.55%
3 Year 11.84% 11.29%
5 Year 13.73% 14.39%

Risk Management

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth Axis Ultra Short Term Fund - Regular Plan Growth
Standard Deviation 0.54% 0.53%
Sharp 0.14% -0.59%
Beta 1.19% 1.17%
Alpha 2.45% 2.03%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth Axis Ultra Short Term Fund - Regular Plan Growth
Name Jalpan Shah Aditya Pagaria
Total AUM ₹16521 Cr ₹0 Cr
Fund Manage 6 15
HSBC Ultra Short Duration Fund - Regular Growth Axis Ultra Short Term Fund - Regular Plan Growth

Market Cap

Scheme Name

HSBC Ultra Short Duration Fund - Regular Growth

Axis Ultra Short Term Fund - Regular Plan Growth

Others 100 100.03

Sector Allocation

Scheme Name

HSBC Ultra Short Duration Fund - Regular Growth

Axis Ultra Short Term Fund - Regular Plan Growth

Others 3.62 100.03
Sovereign 1.92 -
Financial 90.81 -
Services 1.83 -
Energy 1.82 -

Top Comparisons

HDFC Overnight Fund - Growth Option HDFC Overnight Fund - Growth Option

3Y Returns5.5%

VS

Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth

3Y Returns5.54%

Compare Now

ICICI Prudential Focused Equity Fund - Growth ICICI Prudential Focused Equity Fund - Growth

3Y Returns24.25%

VS

Tata Focused Equity Fund-Regular Plan-Growth Tata Focused Equity Fund-Regular Plan-Growth

3Y Returns19.04%

Compare Now

ICICI Prudential Commodities Fund - Growth Option ICICI Prudential Commodities Fund - Growth Option

3Y Returns20.3%

VS

Edelweiss Recently Listed IPO Fund Regular Plan Growth Edelweiss Recently Listed IPO Fund Regular Plan Growth

3Y Returns13.84%

Compare Now

Franklin India Corporate Debt Fund - Growth Franklin India Corporate Debt Fund - Growth

3Y Returns5.23%

VS

Sundaram Corporate Bond Fund Regular Plan- Growth Sundaram Corporate Bond Fund Regular Plan- Growth

3Y Returns5.34%

Compare Now
Request call back
Add to Cart Successfully