- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹4059 Cr | ₹6924 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| 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 | 0.39% | 0.36% |
| 6 Month | 2.91% | 2.78% |
| 1 Year | 6.98% | 6.6% |
| 3 Year | 7.11% | 6.71% |
| 5 Year | 5.83% | 5.46% |
SIP Return Analysis
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 1.39% | 1.32% |
| 1 Year | 6.41% | 6.11% |
| 3 Year | 7.03% | 6.66% |
| 5 Year | 6.62% | 6.23% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 6.5% | 6.33% |
| 3 Year | 5.72% | 5.05% |
| 5 Year | 5.7% | 5.31% |
Risk Management
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 0.25% | 0.25% |
| Sharp | 1.73% | 0.22% |
| Beta | 0.90% | 0.94% |
| Alpha | -0.31% | -0.72% |
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 |
Top Comparisons
SBI Large Cap Fund-Regular Plan Growth
3Y Returns13.89%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns%
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.71%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns7.47%
SBI Midcap Fund - Regular Plan - Growth
3Y Returns16.33%
Quant Mid Cap Fund-Growth
3Y Returns14.25%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns22.59%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns19.17%
