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Axis Ultra Short Term Fund vs INVESCO INDIA ULTRA SHORT DURATION FUND compare

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tortoise-icon INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

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

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Chart Comparison

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

Overview

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Axis Ultra Short Duration Fund - Regular Plan Growth
Fund INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Axis Ultra Short Duration Fund - Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹1231 Cr ₹4554 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹100
Launch Date 30 Dec 2010 10 Sep 2018
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Ultra Short Duration Debt Index B-I NIFTY Ultra Short Duration Debt Index B-I
Turn Over 24% 0.0%
Expense Ratio 0.79 1.17
Manager Krishna Venkat Cheemalapati Aditya Pagaria
ISIN Code INF205K01TM0 INF846K01G23
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Axis Ultra Short Duration Fund - Regular Plan Growth
1 Month 0.49% 0.5%
6 Month 3.13% 3.05%
1 Year 7.1% 6.81%
3 Year 7.03% 6.78%
5 Year 5.5% 5.41%

SIP Return Analysis

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Axis Ultra Short Duration Fund - Regular Plan Growth
6 Month 1.45% 1.43%
1 Year 6.75% 6.56%
3 Year 7.08% 6.81%
5 Year 6.44% 6.23%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Axis Ultra Short Duration Fund - Regular Plan Growth
1 Year 7.44% 6.16%
3 Year 7.37% 4.97%
5 Year 7.38% 5.3%

Risk Management

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Axis Ultra Short Duration Fund - Regular Plan Growth
Standard Deviation 0.31% 0.26%
Sharp 0.76% -0.01%
Beta 3.57% 3.05%
Alpha -0.71% -0.81%

Fund Managers

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Axis Ultra Short Duration Fund - Regular Plan Growth
Name Krishna Venkat Cheemalapati Aditya Pagaria
Total AUM ₹24743 Cr ₹0 Cr
Funds Managed 19 15
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Axis Ultra Short Duration Fund - Regular Plan Growth

Market Cap

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Axis Ultra Short Duration Fund - Regular Plan Growth

Others 100 100

Sector Allocation

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Axis Ultra Short Duration Fund - Regular Plan Growth

Others 100 100

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