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) | ₹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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