- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Magnum Ultra Short Duration Fund vs INVESCO INDIA ULTRA SHORT DURATION FUND compare
SBI Ultra Short Duration Fund - Regular Plan - Growth
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Chart Comparison
Overview
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Fund | SBI Ultra Short Duration Fund - Regular Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Low to Moderate |
| Asset Size (Cr) | ₹15624 Cr | ₹1603 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 May 1999 | 30 Dec 2010 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra Short Duration Fund BI Index | NIFTY Ultra Short Duration Debt Index B-I |
| Turn Over | 24% | 24% |
| Expense Ratio | 0.55 | 0.79 |
| Manager | Pradeep Kesavan | Krishna Venkat Cheemalapati |
| ISIN Code | INF200K01LJ4 | INF205K01TM0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| 1 Month | 0.43% | 0.4% |
| 6 Month | 2.96% | 2.83% |
| 1 Year | 7.02% | 6.88% |
| 3 Year | 7.12% | 6.97% |
| 5 Year | 5.81% | 5.58% |
SIP Return Analysis
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| 6 Month | 1.4% | 1.32% |
| 1 Year | 6.39% | 6.16% |
| 3 Year | 7.02% | 6.89% |
| 5 Year | 6.61% | 6.43% |
Rolling Lumpsum Returns
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| 1 Year | 7.21% | 7.43% |
| 3 Year | 7.07% | 7.33% |
| 5 Year | 6.81% | 7.28% |
Risk Management
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Standard Deviation | 0.56% | 0.6% |
| Sharp | 0.07% | -0.34% |
| Beta | 1.24% | 1.28% |
| Alpha | 2.52% | 2.35% |
Fund Managers
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Krishna Venkat Cheemalapati |
| Total AUM | ₹434274 Cr | ₹24743 Cr |
| Funds Managed | 43 | 19 |
| SBI Ultra Short Duration Fund - Regular Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
Market Cap
| Scheme Name |
SBI Ultra Short Duration Fund - Regular Plan - Growth |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Ultra Short Duration Fund - Regular Plan - Growth |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns14.59%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns17.17%
ICICI Prudential Short Term Fund - Growth Option
3Y Returns7.73%
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.75%
Mahindra Manulife Consumption Fund- Regular Plan - Growth
3Y Returns16.51%
Mirae Asset Great Consumer Fund - Regular Plan - Growth option
3Y Returns17.95%
Sundaram Liquid Fund (G)
3Y Returns6.9%
Edelweiss Liquid Fund - Regular Plan - Growth Option
3Y Returns6.91%
