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 INVESCO INDIA ULTRA SHORT DURATION FUND compare

Link copied to clipboard!

tortoise-icon INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

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 INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
Fund INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹1006 Cr ₹4371 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Dec 2010 22 Jan 2019
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Ultra Short Duration Debt Index B-I CRISIL Ultra ST Debt
Turn Over 24% 32%
Expense Ratio 0.79 1.15
Manager Krishna Venkat Cheemalapati Akhil Mittal
ISIN Code INF205K01TM0 INF277K016S1
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
1 Month 0.53% 0.51%
6 Month 3.95% 3.71%
1 Year 7.49% 7.18%
3 Year 6.88% 6.59%
5 Year 5.37% 5.23%

SIP Return Analysis

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
6 Month 1.88% 1.77%
1 Year 7.65% 7.27%
3 Year 7.31% 6.96%
5 Year 6.4% 6.15%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
1 Year 7.43% 5.57%
3 Year 7.52% 4.55%
5 Year 7.58% 5.11%

Risk Management

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
Standard Deviation 0.36% 0.29%
Sharp 0.43% -0.49%
Beta 3.58% 2.77%
Alpha -0.80% -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 INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
Name Krishna Venkat Cheemalapati Akhil Mittal
Total AUM ₹24743 Cr ₹4981 Cr
Funds Managed 19 4
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Tata Ultra Short Term Fund-Regular Plan-Growth

Market Cap

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Tata Ultra Short Term Fund-Regular Plan-Growth

Others 100 100

Sector Allocation

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Tata Ultra Short Term Fund-Regular Plan-Growth

Others 100 100

Top Comparisons

DSP Liquidity Fund - Regular Plan - Growth DSP Liquidity Fund - Regular Plan - Growth

3Y Returns6.95%

VS

LIC MF Liquid Fund-Growth LIC MF Liquid Fund-Growth

3Y Returns6.92%

Compare Now

Franklin India Focused Equity Fund - Growth Plan Franklin India Focused Equity Fund - Growth Plan

3Y Returns19.68%

VS

Quant Focused Fund-Growth Quant Focused Fund-Growth

3Y Returns18.87%

Compare Now

ITI Flexi Cap Fund Regular - Growth ITI Flexi Cap Fund Regular - Growth

3Y Returns0%

VS

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns20.15%

Compare Now

Bandhan Floater Fund Regular - Growth Bandhan Floater Fund Regular - Growth

3Y Returns7.49%

VS

Tata Floating Rate Fund-Regular Plan-Growth Tata Floating Rate Fund-Regular Plan-Growth

3Y Returns7.51%

Compare Now
Add to Cart Successfully