Tata Ultra Short Term Fund vs Mirae Asset Ultra Short Duration Fund Regular Growth compare
Tata Ultra Short Term Fund-Regular Plan-Growth
Mirae Asset Ultra Short Duration Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | Mirae Asset Ultra Short Duration Fund Regular Growth |
|---|---|---|
| Fund | Tata Ultra Short Term Fund-Regular Plan-Growth | Mirae Asset Ultra Short Duration Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹4015 Cr | ₹1585 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 22 Jan 2019 | 07 Oct 2020 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra ST Debt | Nifty Ultra Short Duration Debt Index A-I |
| Turn Over | 32% | 72% |
| Expense Ratio | 1.15 | 0.45 |
| Manager | Akhil Mittal | Basant Bafna |
| ISIN Code | INF277K016S1 | INF769K01GH2 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | Mirae Asset Ultra Short Duration Fund Regular Growth |
|---|---|---|
| 1 Month | 0.47% | 0.53% |
| 6 Month | 2.99% | 3.34% |
| 1 Year | 6.79% | 7.42% |
| 3 Year | 6.72% | 7.36% |
| 5 Year | 5.34% | 5.9% |
SIP Return Analysis
| Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | Mirae Asset Ultra Short Duration Fund Regular Growth |
|---|---|---|
| 6 Month | 1.4% | 1.55% |
| 1 Year | 6.42% | 7.08% |
| 3 Year | 6.75% | 7.39% |
| 5 Year | 6.19% | 6.81% |
Rolling Lumpsum Returns
| Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | Mirae Asset Ultra Short Duration Fund Regular Growth |
|---|---|---|
| 1 Year | 5.84% | 6.97% |
| 3 Year | 4.69% | 6.15% |
| 5 Year | 5.12% | - |
Risk Management
| Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | Mirae Asset Ultra Short Duration Fund Regular Growth |
|---|---|---|
| Standard Deviation | 0.24% | 0.25% |
| Sharp | -0.18% | 2.23% |
| Beta | 2.69% | 2.87% |
| Alpha | -0.76% | -0.20% |
Fund Managers
| Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | Mirae Asset Ultra Short Duration Fund Regular Growth |
|---|---|---|
| Name | Akhil Mittal | Basant Bafna |
| Total AUM | ₹4981 Cr | ₹1022 Cr |
| Funds Managed | 4 | 4 |
| Tata Ultra Short Term Fund-Regular Plan-Growth | Mirae Asset Ultra Short Duration Fund Regular Growth |
Market Cap
| Scheme Name |
Tata Ultra Short Term Fund-Regular Plan-Growth |
Mirae Asset Ultra Short Duration Fund Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Tata Ultra Short Term Fund-Regular Plan-Growth |
Mirae Asset Ultra Short Duration Fund Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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