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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) | ₹18005 Cr | ₹4945 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 | 0.47% | 0.46% |
| 6 Month | 3.77% | 3.56% |
| 1 Year | 7.28% | 6.96% |
| 3 Year | 7.08% | 6.65% |
| 5 Year | 5.77% | 5.32% |
SIP Return Analysis
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.5% | 1.43% |
| 1 Year | 6.98% | 6.63% |
| 3 Year | 7.21% | 6.81% |
| 5 Year | 6.57% | 6.16% |
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 | 0.30% | 0.27% |
| Sharp | 1.16% | -0.35% |
| Beta | 3.29% | 2.89% |
| Alpha | -0.56% | -0.86% |
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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