Axis Ultra Short Term Fund vs LIC MF Ultra Short Term Fund Regular compare
LIC MF Ultra Short Term Fund Regular - Growth
Axis Ultra Short Duration Fund - Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | LIC MF Ultra Short Term Fund Regular - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Fund | LIC MF Ultra Short Term 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) | ₹195 Cr | ₹6924 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹200 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 27 Nov 2019 | 10 Sep 2018 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra Short Duration Fund BI Index | NIFTY Ultra Short Duration Debt Index B-I |
| Turn Over | % | 0.0% |
| Expense Ratio | 0.95 | 1.17 |
| Manager | Rahul Singh | Aditya Pagaria |
| ISIN Code | INF767K01QO1 | INF846K01G23 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC MF Ultra Short Term Fund Regular - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| 1 Month | 0.38% | 0.39% |
| 6 Month | 2.69% | 2.8% |
| 1 Year | 6.44% | 6.63% |
| 3 Year | 6.41% | 6.73% |
| 5 Year | 5.29% | 5.45% |
SIP Return Analysis
| Scheme Name | LIC MF Ultra Short Term Fund Regular - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 1.25% | 1.32% |
| 1 Year | 5.85% | 6.11% |
| 3 Year | 6.44% | 6.66% |
| 5 Year | 6.02% | 6.23% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Ultra Short Term Fund Regular - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 5.59% | 6.27% |
| 3 Year | 4.99% | 5.04% |
| 5 Year | 5.13% | 5.31% |
Risk Management
| Scheme Name | LIC MF Ultra Short Term Fund Regular - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 0.25% | 0.25% |
| Sharp | -1.04% | 0.22% |
| Beta | 0.87% | 0.94% |
| Alpha | -0.96% | -0.72% |
Fund Managers
| Scheme Name | LIC MF Ultra Short Term Fund Regular - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Name | Rahul Singh | Aditya Pagaria |
| Total AUM | ₹19760 Cr | ₹0 Cr |
| Funds Managed | 9 | 15 |
| LIC MF Ultra Short Term Fund Regular - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
Market Cap
| Scheme Name |
LIC MF Ultra Short Term Fund Regular - Growth |
Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
LIC MF Ultra Short Term Fund Regular - Growth |
Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Others | 100 | 100 |
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