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) | ₹1391 Cr | ₹5681 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 | 0.71% | 0.69% |
6 Month | 3.93% | 3.72% |
1 Year | 7.53% | 7.24% |
3 Year | 6.85% | 6.61% |
5 Year | 5.38% | 5.38% |
SIP Return Analysis
Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
---|---|---|
6 Month | 2% | 1.93% |
1 Year | 7.76% | 7.42% |
3 Year | 7.31% | 7% |
5 Year | 6.35% | 6.16% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
---|---|---|
1 Year | 7.43% | 6% |
3 Year | 7.52% | 4.85% |
5 Year | 7.58% | 5.28% |
Risk Management
Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
---|---|---|
Standard Deviation | 0.503% | 0.427% |
Sharp | -0.612% | -1.49% |
Beta | 3.759% | 3.029% |
Alpha | -0.962% | -1.001% |
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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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