- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Ultra Short Term Fund vs INVESCO INDIA ULTRA SHORT DURATION FUND compare
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Tata Ultra Short Term Fund-Regular Plan-Growth
Chart Comparison
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) | ₹1259 Cr | ₹5491 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 | 0.48% | 0.48% |
| 6 Month | 3.03% | 2.94% |
| 1 Year | 7.01% | 6.73% |
| 3 Year | 7% | 6.69% |
| 5 Year | 5.55% | 5.39% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.43% | 1.4% |
| 1 Year | 6.46% | 6.25% |
| 3 Year | 7% | 6.7% |
| 5 Year | 6.46% | 6.22% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.43% | 5.89% |
| 3 Year | 7.35% | 4.75% |
| 5 Year | 7.31% | 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% | 0.23% |
| Sharp | -0.34% | -0.01% |
| Beta | 1.28% | 0.84% |
| Alpha | 2.35% | -0.71% |
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
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns7.14%
Parag Parikh Arbitrage Fund Regular - Growth
3Y Returns0%
DSP World Mining Overseas Equity Omni FOF - Regular Plan - Growth
3Y Returns16.05%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns20.57%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns13.96%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns21.64%
Kotak Focused Fund- Regular plan _ Growth Option
3Y Returns15.87%
DSP Focused Fund - Regular Plan - Growth
3Y Returns17.8%
