LIC MF Ultra Short Term Fund Regular vs HSBC Ultra Short Duration Fund compare
HSBC Ultra Short Duration Fund - Regular Growth
LIC MF Ultra Short Term Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Fund | HSBC Ultra Short Duration Fund - Regular 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) | ₹3952 Cr | ₹174 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹200 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 29 Jan 2020 | 27 Nov 2019 |
| 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 BI Index |
| Turn Over | 54% | % |
| Expense Ratio | 0.47 | 0.95 |
| Manager | Jalpan Shah | Rahul Singh |
| ISIN Code | INF336L01OW1 | INF767K01QO1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.51% | 0.44% |
| 6 Month | 3.03% | 2.78% |
| 1 Year | 7.07% | 6.49% |
| 3 Year | 7.15% | 6.43% |
| 5 Year | 5.83% | 5.29% |
SIP Return Analysis
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.5% | 1.34% |
| 1 Year | 6.66% | 6.07% |
| 3 Year | 7.12% | 6.51% |
| 5 Year | 6.65% | 6.04% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| 1 Year | 6.47% | 5.59% |
| 3 Year | 5.7% | 4.99% |
| 5 Year | 5.7% | 5.13% |
Risk Management
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.25% | 0.46% |
| Sharp | 1.75% | -0.26% |
| Beta | 0.89% | 0.85% |
| Alpha | -0.32% | 1.59% |
Fund Managers
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Name | Jalpan Shah | Rahul Singh |
| Total AUM | ₹16521 Cr | ₹19760 Cr |
| Funds Managed | 6 | 9 |
| HSBC Ultra Short Duration Fund - Regular Growth | LIC MF Ultra Short Term Fund Regular - Growth |
Market Cap
| Scheme Name |
HSBC Ultra Short Duration Fund - Regular Growth |
LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HSBC Ultra Short Duration Fund - Regular Growth |
LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
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