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) | ₹207 Cr | ₹4611 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 | 0.43% | 0.43% |
6 Month | 3.68% | 3.53% |
1 Year | 7.37% | 7.12% |
3 Year | 6.98% | 6.63% |
5 Year | 5.58% | 5.28% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
6 Month | 1.66% | 1.6% |
1 Year | 7.17% | 6.92% |
3 Year | 7.19% | 6.88% |
5 Year | 6.47% | 6.16% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
1 Year | 5.97% | 5.74% |
3 Year | 5.13% | 4.6% |
5 Year | 5.55% | 5.11% |
Risk Management
Scheme Name | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 0.26% | 0.27% |
Sharp | 1.03% | -0.32% |
Beta | 2.79% | 2.80% |
Alpha | -0.51% | -0.84% |
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 |
Top Comparisons
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns18.68%
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns13.95%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns18.45%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns14.94%
Franklin India Aggressive Hybrid Fund - Growth Plan
3Y Returns14.66%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns16.82%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns17.52%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns16.95%