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 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 HSBC Ultra Short Duration Fund - Regular Growth Axis Ultra Short Term Fund - Regular Plan Growth
Fund HSBC Ultra Short Duration Fund - Regular Growth Axis Ultra Short Term Fund - Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹2335 Cr ₹4594 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹100
Launch Date 29 Jan 2020 05 Sep 2018
Category Ultra Short Duration Ultra Short Duration
Fund Type 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 1.16
Manager Jalpan Shah Aditya Pagaria
ISIN Code INF336L01OW1 INF846K01G23
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth Axis Ultra Short Term Fund - Regular Plan Growth
1 Month 0.6% 0.56%
6 Month 3.68% 3.49%
1 Year 7.26% 6.83%
3 Year 5.84% 5.42%
5 Year - 5.2%

SIP Return Analysis

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth Axis Ultra Short Term Fund - Regular Plan Growth
6 Month - -
1 Year 3.3% 3.12%
3 Year 9.8% 9.14%
5 Year 13.37% 14.04%

Rolling Lumpsum Returns

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth Axis Ultra Short Term Fund - Regular Plan Growth
1 Year 4.68% 4.55%
3 Year 11.84% 11.29%
5 Year 13.73% 14.39%

Risk Management

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth Axis Ultra Short Term 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 Term 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 Term Fund - Regular Plan Growth

Market Cap

Scheme Name

HSBC Ultra Short Duration Fund - Regular Growth

Axis Ultra Short Term Fund - Regular Plan Growth

Others 100 100.03

Sector Allocation

Scheme Name

HSBC Ultra Short Duration Fund - Regular Growth

Axis Ultra Short Term Fund - Regular Plan Growth

Others 3.62 100.03
Sovereign 1.92 -
Financial 90.81 -
Services 1.83 -
Energy 1.82 -

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