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
| 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) | ₹2061 Cr | ₹2335 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 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 | 1.16 | 0.47 |
| Manager | Akhil Mittal | Jalpan Shah |
| ISIN Code | INF277K016S1 | INF336L01OW1 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.56% | 0.6% |
| 6 Month | 3.41% | 3.68% |
| 1 Year | 6.78% | 7.26% |
| 3 Year | 5.38% | 5.84% |
| 5 Year | 5.04% | - |
| Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.07% | 3.3% |
| 3 Year | 9.03% | 9.8% |
| 5 Year | 13.75% | 13.37% |
| Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 4.43% | 4.68% |
| 3 Year | 11.07% | 11.84% |
| 5 Year | 14.11% | 13.73% |
| Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.51% | 0.54% |
| Sharp | -0.68% | 0.14% |
| Beta | 1.12% | 1.19% |
| Alpha | 1.9% | 2.45% |
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| 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 |
| Fund Manage | 4 | 6 |
| Tata Ultra Short Term Fund-Regular Plan-Growth | HSBC Ultra Short Duration Fund - Regular Growth |
| Scheme Name |
Tata Ultra Short Term Fund-Regular Plan-Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
| Scheme Name |
Tata Ultra Short Term Fund-Regular Plan-Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Financial | 83.67 | 90.81 |
| Communication | 3.69 | - |
| Construction | 6.84 | - |
| Sovereign | 2.04 | 1.92 |
| Services | 2.02 | 1.83 |
| Others | 1.74 | 3.62 |
| Energy | - | 1.82 |
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