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INVESCO INDIA ULTRA SHORT DURATION FUND vs UTI Ultra Short Duration Fund compare
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹1391 Cr | ₹3448 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 30 Dec 2010 | 27 Aug 2003 |
| 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% | 350.33% |
| Expense Ratio | 0.79 | 0.93 |
| Manager | Krishna Venkat Cheemalapati | Ritesh Nambiar |
| ISIN Code | INF205K01TM0 | INF789F01570 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.77% | 0.75% |
| 6 Month | 3.81% | 3.66% |
| 1 Year | 7.42% | 7.31% |
| 3 Year | 6.57% | 6.52% |
| 5 Year | 5.41% | 6.07% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.05% | 1.97% |
| 1 Year | 7.77% | 7.54% |
| 3 Year | 7.25% | 7.1% |
| 5 Year | 6.24% | 6.54% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.48% | 6.95% |
| 3 Year | 7.59% | 7.56% |
| 5 Year | 7.64% | 7.72% |
Risk Management
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.503% | 1.49% |
| Sharp | -0.612% | 0.5% |
| Beta | 3.759% | 0.39% |
| Alpha | -0.962% | 1.51% |
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Fund Managers
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Ritesh Nambiar |
| Total AUM | ₹24743 Cr | ₹2329 Cr |
| Funds Managed | 19 | 3 |
| INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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