Tata Ultra Short Term Fund vs HDFC Ultra Short Term Fund compare
HDFC Ultra Short Term Fund - Growth Option
Tata Ultra Short Term Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
Fund | HDFC Ultra Short Term Fund - Growth Option | Tata Ultra Short Term Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹17167 Cr | ₹4395 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Sep 2018 | 22 Jan 2019 |
Category | Ultra Short Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Ultra Short Duration Fund BI Index | CRISIL Ultra ST Debt |
Turn Over | 26% | 32% |
Expense Ratio | 0.69 | 1.15 |
Manager | Anil Bamboli | Akhil Mittal |
ISIN Code | INF179KB11R3 | INF277K016S1 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
1 Month | 0.5% | 0.48% |
6 Month | 3.85% | 3.62% |
1 Year | 7.49% | 7.13% |
3 Year | 7.08% | 6.63% |
5 Year | 5.75% | 5.26% |
SIP Return Analysis
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
6 Month | 1.83% | 1.73% |
1 Year | 7.59% | 7.19% |
3 Year | 7.37% | 6.95% |
5 Year | 6.59% | 6.17% |
Rolling Lumpsum Returns
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
1 Year | 6.74% | 5.74% |
3 Year | 5.35% | 4.6% |
5 Year | 5.77% | 5.11% |
Risk Management
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 0.31% | 0.29% |
Sharp | 1.10% | -0.49% |
Beta | 3.09% | 2.77% |
Alpha | -0.51% | -0.85% |
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Fund Managers
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
Name | Anil Bamboli | Akhil Mittal |
Total AUM | ₹135442 Cr | ₹4981 Cr |
Funds Managed | 12 | 4 |
HDFC Ultra Short Term Fund - Growth Option | Tata Ultra Short Term Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
HDFC Ultra Short Term Fund - Growth Option |
Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
HDFC Ultra Short Term Fund - Growth Option |
Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
Others | 100 | 100 |
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