- 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 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) | ₹1603 Cr | ₹4788 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 | 0.41% | 0.4% |
| 6 Month | 2.84% | 2.82% |
| 1 Year | 6.88% | 6.68% |
| 3 Year | 6.98% | 6.87% |
| 5 Year | 5.56% | 6.15% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.34% | 1.33% |
| 1 Year | 6.24% | 6.13% |
| 3 Year | 6.92% | 6.77% |
| 5 Year | 6.44% | 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 | 7.43% | 6.98% |
| 3 Year | 7.34% | 7.43% |
| 5 Year | 7.3% | 7.69% |
Risk Management
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.30% | 0.25% |
| Sharp | 0.95% | 0.77% |
| Beta | 0.97% | 0.88% |
| Alpha | -0.51% | -0.54% |
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 |
Top Comparisons
INVESCO INDIA LOW DURATION FUND - Regular - Growth
3Y Returns6.54%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns7.4%
ICICI Prudential Income Plus Arbitrage Omni FOF - Growth
3Y Returns10.92%
ICICI Prudential Income Plus Arbitrage Omni FOF - Growth
3Y Returns10.92%
ITI Overnight Fund Regular - Growth
3Y Returns6.1%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.34%
Templeton India Value Fund - Growth Plan
3Y Returns16.71%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns17.73%
