Tata Ultra Short Term Fund vs Nippon India Ultra Short Duration Fund compare
Nippon India Ultra Short Duration Fund- Growth Option
Tata Ultra Short Term Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Nippon India Ultra Short Duration Fund- Growth Option | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
Fund | Nippon India Ultra Short Duration Fund- Growth Option | Tata Ultra Short Term Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹11076 Cr | ₹4945 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 07 Dec 2001 | 22 Jan 2019 |
Category | Ultra Short Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Ultra Short Duration Debt Index B-I | CRISIL Ultra ST Debt |
Turn Over | 23% | 32% |
Expense Ratio | 1.11 | 1.15 |
Manager | Vivek Sharma | Akhil Mittal |
ISIN Code | INF204K01UE8 | INF277K016S1 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Ultra Short Duration Fund- Growth Option | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
1 Month | 0.43% | 0.43% |
6 Month | 3.65% | 3.51% |
1 Year | 7.15% | 6.97% |
3 Year | 6.85% | 6.63% |
5 Year | 6.64% | 5.31% |
SIP Return Analysis
Scheme Name | Nippon India Ultra Short Duration Fund- Growth Option | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
6 Month | 1.48% | 1.43% |
1 Year | 6.83% | 6.63% |
3 Year | 7.02% | 6.81% |
5 Year | 6.69% | 6.16% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Ultra Short Duration Fund- Growth Option | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
1 Year | 6.16% | 5.74% |
3 Year | 5.85% | 4.6% |
5 Year | 5.67% | 5.11% |
Risk Management
Scheme Name | Nippon India Ultra Short Duration Fund- Growth Option | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 1.52% | 0.27% |
Sharp | 0.81% | -0.35% |
Beta | 0.6% | 2.89% |
Alpha | 2.44% | -0.86% |
Fund Managers
Scheme Name | Nippon India Ultra Short Duration Fund- Growth Option | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
Name | Vivek Sharma | Akhil Mittal |
Total AUM | ₹39796 Cr | ₹4981 Cr |
Funds Managed | 12 | 4 |
Nippon India Ultra Short Duration Fund- Growth Option | Tata Ultra Short Term Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Nippon India Ultra Short Duration Fund- Growth Option |
Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Nippon India Ultra Short Duration Fund- Growth Option |
Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
Others | 100 | 100 |
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