Tata Ultra Short Term Fund vs UTI Ultra Short Duration Fund compare
Tata Ultra Short Term Fund-Regular Plan-Growth
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
Fund | Tata Ultra Short Term Fund-Regular Plan-Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹4965 Cr | ₹3448 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 22 Jan 2019 | 27 Aug 2003 |
Category | Ultra Short Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Ultra ST Debt | CRISIL Ultra Short Duration Fund BI Index |
Turn Over | 32% | 350.33% |
Expense Ratio | 1.15 | 0.93 |
Manager | Akhil Mittal | Ritesh Nambiar |
ISIN Code | INF277K016S1 | INF789F01570 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 0.75% | 0.75% |
6 Month | 3.65% | 3.66% |
1 Year | 7.17% | 7.31% |
3 Year | 6.32% | 6.52% |
5 Year | 5.25% | 6.07% |
SIP Return Analysis
Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 1.96% | 1.97% |
1 Year | 7.47% | 7.54% |
3 Year | 6.92% | 7.1% |
5 Year | 6.01% | 6.54% |
Rolling Lumpsum Returns
Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 5.33% | 6.95% |
3 Year | 4.42% | 7.56% |
5 Year | 5.09% | 7.72% |
Risk Management
Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.421% | 1.49% |
Sharp | -1.753% | 0.5% |
Beta | 2.706% | 0.39% |
Alpha | -0.971% | 1.51% |
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Fund Managers
Scheme Name | Tata Ultra Short Term Fund-Regular Plan-Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
Name | Akhil Mittal | Ritesh Nambiar |
Total AUM | ₹4981 Cr | ₹2329 Cr |
Funds Managed | 4 | 3 |
Tata Ultra Short Term Fund-Regular Plan-Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata Ultra Short Term Fund-Regular Plan-Growth |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Tata Ultra Short Term Fund-Regular Plan-Growth |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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