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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) | ₹2625 Cr | ₹5681 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 | 0.78% | 0.77% |
| 6 Month | 3.82% | 3.61% |
| 1 Year | 7.57% | 7.14% |
| 3 Year | 6.8% | 6.36% |
| 5 Year | 5.7% | 5.4% |
SIP Return Analysis
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 2.07% | 1.97% |
| 1 Year | 7.84% | 7.43% |
| 3 Year | 7.37% | 6.94% |
| 5 Year | 6.45% | 6.05% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 4.95% | 5.91% |
| 3 Year | 5.14% | 4.7% |
| 5 Year | 5.57% | 5.27% |
Risk Management
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 0.456% | 0.427% |
| Sharp | -0.027% | -1.49% |
| Beta | 2.978% | 3.029% |
| Alpha | -0.586% | -1.001% |
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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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