Motilal Oswal Ultra Short Term Fund (MOFUSTF) vs HSBC Ultra Short Duration Fund compare
Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth
HSBC Ultra Short Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Fund | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth | HSBC Ultra Short Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low to Moderate |
| Asset Size (Cr) | ₹604 Cr | ₹2496 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 06 Sep 2013 | 29 Jan 2020 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra Short Duration Fund BI Index | CRISIL Ultra Short Duration Fund AI Index |
| Turn Over | 70% | 54% |
| Expense Ratio | 1.06 | 0.47 |
| Manager | Rakesh Shetty | Jalpan Shah |
| ISIN Code | INF247L01213 | INF336L01OW1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.39% | 0.47% |
| 6 Month | 2.59% | 3.23% |
| 1 Year | 5.57% | 7.15% |
| 3 Year | 5.78% | 7.17% |
| 5 Year | 4.58% | 5.78% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.81% | 0.99% |
| 1 Year | 4.48% | 5.75% |
| 3 Year | 5.45% | 6.82% |
| 5 Year | 5.15% | 6.43% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 5.74% | 6.29% |
| 3 Year | 3.76% | 5.57% |
| 5 Year | 3.03% | 5.68% |
Risk Management
| Scheme Name | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.18% | 0.25% |
| Sharp | -5.36% | 1.75% |
| Beta | 0.58% | 0.89% |
| Alpha | -1.38% | -0.32% |
Fund Managers
| Scheme Name | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Name | Rakesh Shetty | Jalpan Shah |
| Total AUM | ₹33886 Cr | ₹16521 Cr |
| Funds Managed | 19 | 6 |
| Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth | HSBC Ultra Short Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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