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Axis Ultra Short Term Fund vs INVESCO INDIA ULTRA SHORT DURATION FUND compare
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Axis Ultra Short Duration Fund - Regular Plan Growth
Chart Comparison
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) | ₹1199 Cr | ₹6753 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 | 0.45% | 0.43% |
| 6 Month | 3.67% | 3.57% |
| 1 Year | 7.33% | 7.02% |
| 3 Year | 6.92% | 6.68% |
| 5 Year | 5.44% | 5.39% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 1.6% | 1.55% |
| 1 Year | 7.15% | 6.88% |
| 3 Year | 7.2% | 6.9% |
| 5 Year | 6.42% | 6.21% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 7.45% | 6.12% |
| 3 Year | 7.48% | 4.9% |
| 5 Year | 7.46% | 5.3% |
Risk Management
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 0.35% | 0.29% |
| Sharp | 0.55% | -0.14% |
| Beta | 3.74% | 3.18% |
| Alpha | -0.84% | -0.91% |
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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