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Tata Ultra Short Term Fund vs HSBC Ultra Short Duration Fund compare
Tata Ultra Short Term Fund-Regular Plan-Growth
HSBC Ultra Short Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Fund | Tata Ultra Short Term Fund-Regular Plan-Growth | HSBC Ultra Short Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹4945 Cr | ₹2924 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 22 Jan 2019 | 29 Jan 2020 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra ST Debt | CRISIL Ultra Short Duration Fund AI Index |
| Turn Over | 32% | 54% |
| Expense Ratio | 1.15 | 0.47 |
| Manager | Akhil Mittal | Jalpan Shah |
| ISIN Code | INF277K016S1 | INF336L01OW1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.43% | 0.44% |
| 6 Month | 3.51% | 3.74% |
| 1 Year | 6.97% | 7.32% |
| 3 Year | 6.63% | 7.09% |
| 5 Year | 5.31% | 5.73% |
SIP Return Analysis
| Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.43% | 1.5% |
| 1 Year | 6.63% | 7% |
| 3 Year | 6.81% | 7.22% |
| 5 Year | 6.16% | 6.59% |
Rolling Lumpsum Returns
| Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 5.74% | 5.97% |
| 3 Year | 4.6% | 5.48% |
| 5 Year | 5.11% | 5.67% |
Risk Management
| Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.27% | 0.28% |
| Sharp | -0.35% | 1.36% |
| Beta | 2.89% | 3.00% |
| Alpha | -0.86% | -0.45% |
Fund Managers
| Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Name | Akhil Mittal | Jalpan Shah |
| Total AUM | ₹4981 Cr | ₹16521 Cr |
| Funds Managed | 4 | 6 |
| Tata Ultra Short Term Fund-Regular Plan-Growth | HSBC Ultra Short Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
Tata Ultra Short Term Fund-Regular Plan-Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Tata Ultra Short Term Fund-Regular Plan-Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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