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) | ₹4965 Cr | ₹2625 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 | 0.75% | 0.78% |
6 Month | 3.65% | 3.82% |
1 Year | 7.17% | 7.57% |
3 Year | 6.32% | 6.8% |
5 Year | 5.25% | 5.7% |
SIP Return Analysis
Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
6 Month | 1.96% | 2.07% |
1 Year | 7.47% | 7.84% |
3 Year | 6.92% | 7.37% |
5 Year | 6.01% | 6.45% |
Rolling Lumpsum Returns
Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
1 Year | 5.33% | 4.95% |
3 Year | 4.42% | 5.14% |
5 Year | 5.09% | 5.57% |
Risk Management
Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.421% | 0.456% |
Sharp | -1.753% | -0.027% |
Beta | 2.706% | 2.978% |
Alpha | -0.971% | -0.586% |
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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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