- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
INVESCO INDIA ULTRA SHORT DURATION FUND vs LIC MF Ultra Short Term Fund Regular compare
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
LIC MF Ultra Short Term Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Fund | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹1259 Cr | ₹174 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹200 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 30 Dec 2010 | 27 Nov 2019 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Ultra Short Duration Debt Index B-I | CRISIL Ultra Short Duration Fund BI Index |
| Turn Over | 24% | % |
| Expense Ratio | 0.79 | 0.95 |
| Manager | Krishna Venkat Cheemalapati | Rahul Singh |
| ISIN Code | INF205K01TM0 | INF767K01QO1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.41% | 0.38% |
| 6 Month | 2.85% | 2.69% |
| 1 Year | 6.87% | 6.43% |
| 3 Year | 6.98% | 6.41% |
| 5 Year | 5.56% | 5.29% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.38% | 1.29% |
| 1 Year | 6.33% | 5.94% |
| 3 Year | 6.97% | 6.48% |
| 5 Year | 6.45% | 6.04% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| 1 Year | 7.43% | 5.59% |
| 3 Year | 7.34% | 4.99% |
| 5 Year | 7.3% | 5.13% |
Risk Management
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.6% | 0.46% |
| Sharp | -0.34% | -0.26% |
| Beta | 1.28% | 0.85% |
| Alpha | 2.35% | 1.59% |
Fund Managers
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Rahul Singh |
| Total AUM | ₹24743 Cr | ₹19760 Cr |
| Funds Managed | 19 | 9 |
| INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
Market Cap
| Scheme Name |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
3Y Returns0%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns13.26%
Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth
3Y Returns5.75%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns7.13%
Kotak Money Market Fund - (Growth)
3Y Returns7.48%
Kotak Money Market Fund - (Growth)
3Y Returns7.48%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns13.91%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns15.78%
