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) | ₹1199 Cr | ₹4337 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 | 0.45% | 0.43% |
6 Month | 3.67% | 3.57% |
1 Year | 7.33% | 7.15% |
3 Year | 6.92% | 6.83% |
5 Year | 5.44% | 6.11% |
SIP Return Analysis
Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 1.6% | 1.56% |
1 Year | 7.15% | 6.92% |
3 Year | 7.2% | 7.03% |
5 Year | 6.42% | 6.59% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 7.45% | 6.99% |
3 Year | 7.48% | 7.52% |
5 Year | 7.46% | 7.71% |
Risk Management
Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.35% | 1.49% |
Sharp | 0.55% | 0.5% |
Beta | 3.74% | 0.39% |
Alpha | -0.84% | 1.51% |
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 |
Sector Allocation
Scheme Name |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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