ITI Ultra Short Duration Fund Regular vs HSBC Ultra Short Duration Fund compare

Link copied to clipboard!

tortoise-icon ITI Ultra Short Duration Fund Regular - Growth

Invest Now

tortoise-icon HSBC Ultra Short Duration Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Ultra Short Duration Fund Regular - Growth HSBC Ultra Short Duration Fund - Regular Growth
Fund ITI Ultra Short Duration Fund Regular - Growth HSBC Ultra Short Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹156 Cr ₹2984 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 07 May 2021 29 Jan 2020
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 AI Index
Turn Over % 54%
Expense Ratio 0.95 0.47
Manager Vikrant Mehta Jalpan Shah
ISIN Code INF00XX01952 INF336L01OW1
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name ITI Ultra Short Duration Fund Regular - Growth HSBC Ultra Short Duration Fund - Regular Growth
1 Month 0.52% 0.56%
6 Month 3.2% 3.52%
1 Year 6.54% 7.34%
3 Year 5.58% 6.33%
5 Year - -

SIP Return Analysis

Scheme Name ITI Ultra Short Duration Fund Regular - Growth HSBC Ultra Short Duration Fund - Regular Growth
6 Month - -
1 Year 6.37% 7.1%
3 Year 6.19% 6.94%
5 Year - -

Rolling Lumpsum Returns

Scheme Name ITI Ultra Short Duration Fund Regular - Growth HSBC Ultra Short Duration Fund - Regular Growth
1 Year 5.85% 4.88%
3 Year 5.07% 4.95%
5 Year - -

Risk Management

Scheme Name ITI Ultra Short Duration Fund Regular - Growth HSBC Ultra Short Duration Fund - Regular Growth
Standard Deviation 0.53% 0.54%
Sharp -1.26% 0.14%
Beta 1.16% 1.19%
Alpha 1.66% 2.45%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ITI Ultra Short Duration Fund Regular - Growth HSBC Ultra Short Duration Fund - Regular Growth
Name Vikrant Mehta Jalpan Shah
Total AUM ₹698 Cr ₹16521 Cr
Fund Manage 8 6
ITI Ultra Short Duration Fund Regular - Growth HSBC Ultra Short Duration Fund - Regular Growth

Market Cap

Scheme Name

ITI Ultra Short Duration Fund Regular - Growth

HSBC Ultra Short Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

ITI Ultra Short Duration Fund Regular - Growth

HSBC Ultra Short Duration Fund - Regular Growth

Others 100 3.62
Sovereign - 1.92
Financial - 90.81
Services - 1.83
Energy - 1.82

Top Comparisons

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns11.54%

VS

HSBC Business Cycles Fund - Regular Growth HSBC Business Cycles Fund - Regular Growth

3Y Returns18.57%

Compare Now

Kotak Multi Asset Allocation Fund - Regular (G) Kotak Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

VS

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

3Y Returns0%

Compare Now

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

3Y Returns6.6%

VS

Aditya Birla Sun Life Savings Fund-Retail Growth Aditya Birla Sun Life Savings Fund-Retail Growth

3Y Returns6.6%

Compare Now

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns17.75%

VS

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns17.61%

Compare Now
Request call back
Add to Cart Successfully