UTI Ultra Short Duration Fund vs INVESCO INDIA ULTRA SHORT DURATION FUND compare
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
Fund | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹1159 Cr | ₹4351 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 30 Dec 2010 | 27 Aug 2003 |
Category | Ultra Short Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Ultra Short Duration Debt Index B-I | CRISIL Ultra Short Duration Fund BI Index |
Turn Over | 24% | 350.33% |
Expense Ratio | 0.79 | 0.93 |
Manager | Krishna Venkat Cheemalapati | Ritesh Nambiar |
ISIN Code | INF205K01TM0 | INF789F01570 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 0.61% | 0.6% |
6 Month | 3.95% | 3.79% |
1 Year | 7.52% | 7.37% |
3 Year | 6.89% | 6.81% |
5 Year | 5.37% | 6.07% |
SIP Return Analysis
Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 1.92% | 1.88% |
1 Year | 7.72% | 7.48% |
3 Year | 7.33% | 7.17% |
5 Year | 6.4% | 6.63% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 7.43% | 6.97% |
3 Year | 7.52% | 7.53% |
5 Year | 7.58% | 7.71% |
Risk Management
Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.36% | 0.30% |
Sharp | 0.43% | 0.28% |
Beta | 3.58% | 2.83% |
Alpha | -0.80% | -0.67% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
Name | Krishna Venkat Cheemalapati | Ritesh Nambiar |
Total AUM | ₹24743 Cr | ₹2329 Cr |
Funds Managed | 19 | 3 |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100.03 |
Sector Allocation
Scheme Name |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100.03 |
Top Comparisons
ITI Mid Cap Fund Regular - Growth
3Y Returns28.7%
Bandhan Midcap Fund Regular - Growth
3Y Returns0%
ITI Balanced Advantage Fund Regular - Growth
3Y Returns13.05%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns18.24%
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns6.87%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns6.87%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns25.94%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns19.57%