Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Ultra Short Term Fund vs HDFC Ultra Short Term Fund compare

Link copied to clipboard!

tortoise-icon HDFC Ultra Short Term Fund - Growth Option

Invest Now

tortoise-icon Tata Ultra Short Term Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Sundaram Short Duration Fund Regular Growth Sundaram Short Duration Fund Regular Growth

3Y Returns7.46%

VS

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

3Y Returns7.53%

Compare Now

Bajaj Finserv Money Market Fund Regular - Growth Bajaj Finserv Money Market Fund Regular - Growth

3Y Returns0%

VS

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.54%

Compare Now

Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

3Y Returns16.03%

VS

Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan

3Y Returns13.73%

Compare Now

Franklin India Dividend Yield Fund - Growth Plan Franklin India Dividend Yield Fund - Growth Plan

3Y Returns17.82%

VS

Tata Dividend Yield Fund-Regular Plan-Growth Tata Dividend Yield Fund-Regular Plan-Growth

3Y Returns17.7%

Compare Now
Add to Cart Successfully