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) | ₹217 Cr | ₹4554 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| 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 | 0.42% | 0.45% |
| 6 Month | 2.99% | 3.09% |
| 1 Year | 6.61% | 6.79% |
| 3 Year | 6.45% | 6.77% |
| 5 Year | 5.25% | 5.42% |
SIP Return Analysis
| Scheme Name | LIC MF Ultra Short Term Fund Regular - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 0.94% | 0.96% |
| 1 Year | 5.38% | 5.52% |
| 3 Year | 6.28% | 6.47% |
| 5 Year | 5.87% | 6.06% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Ultra Short Term Fund Regular - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 5.13% | 6.16% |
| 3 Year | 4.88% | 4.97% |
| 5 Year | 5.11% | 5.3% |
Risk Management
| Scheme Name | LIC MF Ultra Short Term Fund Regular - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 0.24% | 0.25% |
| Sharp | -1.01% | 0.19% |
| Beta | 0.85% | 0.92% |
| Alpha | -0.96% | -0.73% |
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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