Axis Ultra Short Term Fund vs HSBC Ultra Short Duration Fund compare

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tortoise-icon HSBC Ultra Short Duration Fund - Regular Growth

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tortoise-icon Axis Ultra Short Duration 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 HSBC Ultra Short Duration Fund - Regular Growth Axis Ultra Short Duration Fund - Regular Plan Growth
Fund HSBC Ultra Short Duration Fund - Regular Growth Axis Ultra Short Duration Fund - Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹2984 Cr ₹6081 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹100
Launch Date 29 Jan 2020 10 Sep 2018
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Ultra Short Duration Fund AI Index NIFTY Ultra Short Duration Debt Index B-I
Turn Over 54% 0.0%
Expense Ratio 0.47 1.17
Manager Jalpan Shah Aditya Pagaria
ISIN Code INF336L01OW1 INF846K01G23
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth Axis Ultra Short Duration Fund - Regular Plan Growth
1 Month 0.59% 0.55%
6 Month 3.54% 3.36%
1 Year 7.39% 7%
3 Year 6.35% 5.94%
5 Year - 5.21%

SIP Return Analysis

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth Axis Ultra Short Duration Fund - Regular Plan Growth
6 Month - -
1 Year 7.1% 6.71%
3 Year 6.94% 6.52%
5 Year - 5.72%

Rolling Lumpsum Returns

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth Axis Ultra Short Duration Fund - Regular Plan Growth
1 Year 4.88% 5.74%
3 Year 4.95% 4.6%
5 Year - 5.3%

Risk Management

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth Axis Ultra Short Duration Fund - Regular Plan Growth
Standard Deviation 0.54% 0.53%
Sharp 0.14% -0.59%
Beta 1.19% 1.17%
Alpha 2.45% 2.03%

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Fund Managers

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth Axis Ultra Short Duration Fund - Regular Plan Growth
Name Jalpan Shah Aditya Pagaria
Total AUM ₹16521 Cr ₹0 Cr
Fund Manage 6 15
HSBC Ultra Short Duration Fund - Regular Growth Axis Ultra Short Duration Fund - Regular Plan Growth

Market Cap

Scheme Name

HSBC Ultra Short Duration Fund - Regular Growth

Axis Ultra Short Duration Fund - Regular Plan Growth

Others 100 100

Sector Allocation

Scheme Name

HSBC Ultra Short Duration Fund - Regular Growth

Axis Ultra Short Duration Fund - Regular Plan Growth

Others 3.62 100
Sovereign 1.92 -
Financial 90.81 -
Services 1.83 -
Energy 1.82 -

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