Tata Ultra Short Term Fund vs Mahindra Manulife Ultra Short Duration Fund compare
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
Tata Ultra Short Term Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹200 Cr | ₹6031 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Oct 2019 | 22 Jan 2019 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra Short Duration Fund BI Index | CRISIL Ultra ST Debt |
| Turn Over | 9.69% | 32% |
| Expense Ratio | 0.69 | 1.15 |
| Manager | Rahul Pal | Akhil Mittal |
| ISIN Code | INF174V01853 | INF277K016S1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.4% | 0.38% |
| 6 Month | 2.85% | 2.77% |
| 1 Year | 6.81% | 6.58% |
| 3 Year | 6.99% | 6.67% |
| 5 Year | 5.69% | 5.41% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.34% | 1.3% |
| 1 Year | 6.18% | 5.97% |
| 3 Year | 6.88% | 6.61% |
| 5 Year | 6.49% | 6.19% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.28% | 5.93% |
| 3 Year | 5.38% | 4.77% |
| 5 Year | 5.57% | 5.13% |
Risk Management
| Scheme Name | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.24% | 0.24% |
| Sharp | 1.31% | -0.01% |
| Beta | 0.87% | 0.85% |
| Alpha | -0.41% | -0.70% |
Fund Managers
| Scheme Name | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Name | Rahul Pal | Akhil Mittal |
| Total AUM | ₹3032 Cr | ₹4981 Cr |
| Funds Managed | 7 | 4 |
| Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
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