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) | ₹566 Cr | ₹4059 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 | 0.34% | 0.39% |
| 6 Month | 2.38% | 2.91% |
| 1 Year | 5.43% | 6.97% |
| 3 Year | 5.74% | 7.11% |
| 5 Year | 4.62% | 5.83% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.17% | 1.39% |
| 1 Year | 5.11% | 6.41% |
| 3 Year | 5.64% | 7.03% |
| 5 Year | 5.31% | 6.62% |
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% | 6.5% |
| 3 Year | 3.79% | 5.72% |
| 5 Year | 3.09% | 5.7% |
Risk Management
| Scheme Name | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.19% | 0.25% |
| Sharp | -5.41% | 1.73% |
| Beta | 0.58% | 0.90% |
| Alpha | -1.36% | -0.31% |
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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