Motilal Oswal Ultra Short Term Fund (MOFUSTF) vs INVESCO INDIA ULTRA SHORT DURATION FUND compare
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth |
|---|---|---|
| Fund | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low |
| Asset Size (Cr) | ₹1231 Cr | ₹604 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 30 Dec 2010 | 06 Sep 2013 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Ultra Short Duration Debt Index B-I | CRISIL Ultra Short Duration Fund BI Index |
| Turn Over | 24% | 70% |
| Expense Ratio | 0.79 | 1.06 |
| Manager | Krishna Venkat Cheemalapati | Rakesh Shetty |
| ISIN Code | INF205K01TM0 | INF247L01213 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth |
|---|---|---|
| 1 Month | 0.49% | 0.41% |
| 6 Month | 3.11% | 2.58% |
| 1 Year | 7.08% | 5.58% |
| 3 Year | 7.03% | 5.78% |
| 5 Year | 5.5% | 4.57% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth |
|---|---|---|
| 6 Month | 1.45% | 1.21% |
| 1 Year | 6.75% | 5.34% |
| 3 Year | 7.08% | 5.73% |
| 5 Year | 6.44% | 5.3% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth |
|---|---|---|
| 1 Year | 7.44% | 5.74% |
| 3 Year | 7.37% | 3.76% |
| 5 Year | 7.38% | 3.03% |
Risk Management
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 0.31% | 0.19% |
| Sharp | 0.76% | -5.34% |
| Beta | 3.57% | 1.89% |
| Alpha | -0.71% | -1.42% |
Fund Managers
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Rakesh Shetty |
| Total AUM | ₹24743 Cr | ₹33886 Cr |
| Funds Managed | 19 | 19 |
| INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth |
Market Cap
| Scheme Name |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Kotak Midcap Fund - Growth
3Y Returns22.36%
Invesco India Midcap Fund - Growth Option
3Y Returns28.27%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns7.17%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.3%
ICICI Prudential Credit Risk Fund - Growth
3Y Returns8.45%
DSP Credit Risk Fund - Regular Plan -Growth
3Y Returns14.88%
Axis Midcap Fund - Regular Plan - Growth
3Y Returns19%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns24.03%