- 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 LIC MF Ultra Short Term Fund Regular compare
Tata Ultra Short Term Fund-Regular Plan-Growth
LIC MF Ultra Short Term Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Fund | Tata Ultra Short Term Fund-Regular Plan-Growth | LIC MF Ultra Short Term Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹5491 Cr | ₹174 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 22 Jan 2019 | 27 Nov 2019 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra ST Debt | CRISIL Ultra Short Duration Fund BI Index |
| Turn Over | 32% | % |
| Expense Ratio | 1.15 | 0.95 |
| Manager | Akhil Mittal | Rahul Singh |
| ISIN Code | INF277K016S1 | INF767K01QO1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.48% | 0.44% |
| 6 Month | 2.88% | 2.78% |
| 1 Year | 6.67% | 6.49% |
| 3 Year | 6.69% | 6.55% |
| 5 Year | 5.4% | 5.54% |
SIP Return Analysis
| Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.36% | 1.29% |
| 1 Year | 6.13% | 5.94% |
| 3 Year | 6.67% | 6.48% |
| 5 Year | 6.21% | 6.04% |
Rolling Lumpsum Returns
| Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| 1 Year | 5.9% | 5.59% |
| 3 Year | 4.76% | 4.99% |
| 5 Year | 5.13% | 5.13% |
Risk Management
| Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.24% | 0.46% |
| Sharp | -0.01% | -0.26% |
| Beta | 0.85% | 0.85% |
| Alpha | -0.70% | 1.59% |
Fund Managers
| Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Name | Akhil Mittal | Rahul Singh |
| Total AUM | ₹4981 Cr | ₹19760 Cr |
| Funds Managed | 4 | 9 |
| Tata Ultra Short Term Fund-Regular Plan-Growth | LIC MF Ultra Short Term Fund Regular - Growth |
Market Cap
| Scheme Name |
Tata Ultra Short Term Fund-Regular Plan-Growth |
LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Tata Ultra Short Term Fund-Regular Plan-Growth |
LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
HDFC Nifty 50 Index Fund - Growth Plan
3Y Returns12.69%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns15.95%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns7%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.55%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns17.16%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns15.11%
DSP Quant Fund - Regular Plan - Growth
3Y Returns10.82%
