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) | ₹208 Cr | ₹4015 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 | 0.5% | 0.49% |
6 Month | 3.17% | 3.04% |
1 Year | 7.05% | 6.82% |
3 Year | 7.05% | 6.72% |
5 Year | 5.63% | 5.34% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
6 Month | 1.45% | 1.41% |
1 Year | 6.7% | 6.47% |
3 Year | 7.06% | 6.77% |
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 | 6.1% | 5.84% |
3 Year | 5.24% | 4.69% |
5 Year | 5.56% | 5.12% |
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 | 1.20% | -0.18% |
Beta | 2.69% | 2.69% |
Alpha | -0.43% | -0.76% |
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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