DSP Ultra Short Fund vs HSBC Ultra Short Duration Fund compare
HSBC Ultra Short Duration Fund - Regular Growth
DSP Ultra Short Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | DSP Ultra Short Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HSBC Ultra Short Duration Fund - Regular Growth | DSP Ultra Short Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹2496 Cr | ₹3467 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Jan 2020 | 31 Jul 2006 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra Short Duration Fund AI Index | CRISIL Ultra Short Duration Fund BI Index |
| Turn Over | 54% | 74% |
| Expense Ratio | 0.47 | 1.02 |
| Manager | Jalpan Shah | Kedar Karnik |
| ISIN Code | INF336L01OW1 | INF740K01QQ3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | DSP Ultra Short Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.47% | 0.45% |
| 6 Month | 3.23% | 3.03% |
| 1 Year | 7.15% | 6.89% |
| 3 Year | 7.17% | 6.83% |
| 5 Year | 5.78% | 5.36% |
SIP Return Analysis
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | DSP Ultra Short Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.99% | 0.93% |
| 1 Year | 5.75% | 5.5% |
| 3 Year | 6.82% | 6.52% |
| 5 Year | 6.43% | 6.08% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | DSP Ultra Short Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.29% | 6.95% |
| 3 Year | 5.57% | 6.29% |
| 5 Year | 5.68% | 6.94% |
Risk Management
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | DSP Ultra Short Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.25% | 0.28% |
| Sharp | 1.75% | 0.39% |
| Beta | 0.89% | 0.83% |
| Alpha | -0.32% | -0.59% |
Fund Managers
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | DSP Ultra Short Fund - Regular Plan - Growth |
|---|---|---|
| Name | Jalpan Shah | Kedar Karnik |
| Total AUM | ₹16521 Cr | ₹32997 Cr |
| Funds Managed | 6 | 11 |
| HSBC Ultra Short Duration Fund - Regular Growth | DSP Ultra Short Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HSBC Ultra Short Duration Fund - Regular Growth |
DSP Ultra Short Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HSBC Ultra Short Duration Fund - Regular Growth |
DSP Ultra Short Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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