Axis Ultra Short Term Fund vs HDFC Ultra Short Term Fund compare

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tortoise-icon HDFC Ultra Short Term Fund - Growth Option

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tortoise-icon Axis Ultra Short Term Fund - Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Ultra Short Term Fund - Growth Option Axis Ultra Short Term Fund - Regular Plan Growth
Fund HDFC Ultra Short Term Fund - Growth Option Axis Ultra Short Term Fund - Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹13399 Cr ₹4594 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹100
Launch Date 05 Sep 2018 05 Sep 2018
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended
Benchmark CRISIL Ultra Short Duration Fund BI Index NIFTY Ultra Short Duration Debt Index B-I
Turn Over 26% 0.0%
Expense Ratio 0.69 1.16
Manager Anil Bamboli Aditya Pagaria
ISIN Code INF179KB11R3 INF846K01G23
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Ultra Short Term Fund - Growth Option Axis Ultra Short Term Fund - Regular Plan Growth
1 Month 0.61% 0.56%
6 Month 3.71% 3.49%
1 Year 7.26% 6.83%
3 Year 5.8% 5.42%
5 Year 5.69% 5.2%

SIP Return Analysis

Scheme Name HDFC Ultra Short Term Fund - Growth Option Axis Ultra Short Term Fund - Regular Plan Growth
6 Month - -
1 Year 3.32% 3.12%
3 Year 9.76% 9.14%
5 Year 15.27% 14.04%

Rolling Lumpsum Returns

Scheme Name HDFC Ultra Short Term Fund - Growth Option Axis Ultra Short Term Fund - Regular Plan Growth
1 Year 5.02% 4.55%
3 Year 12.3% 11.29%
5 Year 15.65% 14.39%

Risk Management

Scheme Name HDFC Ultra Short Term Fund - Growth Option Axis Ultra Short Term Fund - Regular Plan Growth
Standard Deviation 0.54% 0.53%
Sharp 0.11% -0.59%
Beta 1.18% 1.17%
Alpha 2.43% 2.03%

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Fund Managers

Scheme Name HDFC Ultra Short Term Fund - Growth Option Axis Ultra Short Term Fund - Regular Plan Growth
Name Anil Bamboli Aditya Pagaria
Total AUM ₹135442 Cr ₹0 Cr
Fund Manage 12 15
HDFC Ultra Short Term Fund - Growth Option Axis Ultra Short Term Fund - Regular Plan Growth

Market Cap

Scheme Name

HDFC Ultra Short Term Fund - Growth Option

Axis Ultra Short Term Fund - Regular Plan Growth

Others 100 100.03

Sector Allocation

Scheme Name

HDFC Ultra Short Term Fund - Growth Option

Axis Ultra Short Term Fund - Regular Plan Growth

Financial 71.51 -
Capital Goods 3.93 -
Construction 7.9 -
Others 7.07 100.03
Materials 3.47 -
Communication 5.09 -
Consumer Discretionary 0.35 -
Sovereign 0.2 -
Energy 0.31 -
Services 0.17 -

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