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Tata Ultra Short Term Fund vs INVESCO INDIA ULTRA SHORT DURATION FUND compare

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tortoise-icon INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

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tortoise-icon Tata Ultra Short Term Fund-Regular Plan-Growth

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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) ₹1234 Cr ₹4561 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 0.34% 0.32%
6 Month 2.62% 2.56%
1 Year 6.51% 6.27%
3 Year 6.9% 6.61%
5 Year 5.62% 5.46%

SIP Return Analysis

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
6 Month 0.91% 0.9%
1 Year 4.97% 4.84%
3 Year 6.5% 6.23%
5 Year 6.26% 6.03%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
1 Year 7.42% 6.02%
3 Year 7.31% 4.8%
5 Year 7.23% 5.13%

Risk Management

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
Standard Deviation 0.6% 0.51%
Sharp - -
Beta - -
Alpha - -

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

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