Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Ultra Short Term Fund vs INVESCO INDIA ULTRA SHORT DURATION FUND compare

Link copied to clipboard!

tortoise-icon INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Axis Ultra Short Duration Fund - Regular Plan Growth
Fund INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Axis Ultra Short Duration Fund - Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹1391 Cr ₹5681 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹100
Launch Date 30 Dec 2010 10 Sep 2018
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Ultra Short Duration Debt Index B-I NIFTY Ultra Short Duration Debt Index B-I
Turn Over 24% 0.0%
Expense Ratio 0.79 1.17
Manager Krishna Venkat Cheemalapati Aditya Pagaria
ISIN Code INF205K01TM0 INF846K01G23
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Axis Ultra Short Duration Fund - Regular Plan Growth
1 Month 0.72% 0.69%
6 Month 3.63% 3.42%
1 Year 7.28% 6.99%
3 Year 6.41% 6.19%
5 Year 5.38% 5.28%

SIP Return Analysis

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Axis Ultra Short Duration Fund - Regular Plan Growth
6 Month 2.17% 2.03%
1 Year 7.39% 7%
3 Year 7.1% 6.78%
5 Year 6.11% 5.93%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Axis Ultra Short Duration Fund - Regular Plan Growth
1 Year 7.48% 5.91%
3 Year 7.59% 4.7%
5 Year 7.64% 5.27%

Risk Management

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Axis Ultra Short Duration Fund - Regular Plan Growth
Standard Deviation 0.503% 0.427%
Sharp -0.612% -1.49%
Beta 3.759% 3.029%
Alpha -0.962% -1.001%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Axis Ultra Short Duration Fund - Regular Plan Growth
Name Krishna Venkat Cheemalapati Aditya Pagaria
Total AUM ₹24743 Cr ₹0 Cr
Funds Managed 19 15
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Axis Ultra Short Duration Fund - Regular Plan Growth

Market Cap

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Axis Ultra Short Duration Fund - Regular Plan Growth

Others 100 100

Sector Allocation

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Axis Ultra Short Duration Fund - Regular Plan Growth

Others 100 100

Top Comparisons

Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan

3Y Returns12.25%

VS

HSBC Large & Mid Cap Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns13.86%

Compare Now

Franklin Build India Fund Growth Plan Franklin Build India Fund Growth Plan

3Y Returns26.24%

VS

Canara Robeco Infrastructure Fund - Regular Plan - Growth Option Canara Robeco Infrastructure Fund - Regular Plan - Growth Option

3Y Returns24.24%

Compare Now

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns12.34%

VS

HSBC Business Cycles Fund - Regular Growth HSBC Business Cycles Fund - Regular Growth

3Y Returns19.05%

Compare Now

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns14.32%

VS

BANDHAN Nifty 50 Index Fund - Regular Plan - Growth BANDHAN Nifty 50 Index Fund - Regular Plan - Growth

3Y Returns10.04%

Compare Now
Add to Cart Successfully