ITI Ultra Short Duration Fund Regular vs HSBC Ultra Short Duration Fund compare
ITI Ultra Short Duration Fund Regular - Growth
HSBC Ultra Short Duration Fund - Regular Growth
Chart Comparison
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) | ₹165 Cr | ₹4059 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 | 0.96 | 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 | 0.42% | 0.45% |
| 6 Month | 2.61% | 2.89% |
| 1 Year | 6.19% | 6.94% |
| 3 Year | 6.34% | 7.1% |
| 5 Year | - | 5.86% |
SIP Return Analysis
| Scheme Name | ITI Ultra Short Duration Fund Regular - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.28% | 1.42% |
| 1 Year | 5.63% | 6.28% |
| 3 Year | 6.25% | 7% |
| 5 Year | - | 6.63% |
Rolling Lumpsum Returns
| Scheme Name | ITI Ultra Short Duration Fund Regular - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.3% | 6.55% |
| 3 Year | 5.56% | 5.74% |
| 5 Year | - | 5.7% |
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% |
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 |
| Funds Managed | 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 | 100.01 |
Sector Allocation
| Scheme Name |
ITI Ultra Short Duration Fund Regular - Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100.01 |
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