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

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tortoise-icon INVESCO INDIA ULTRA SHORT DURATION FUND - 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 INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Axis Ultra Short Term Fund - Regular Plan Growth
Fund INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Axis Ultra Short Term Fund - Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹692 Cr ₹4594 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹100
Launch Date 30 Dec 2010 05 Sep 2018
Category Ultra Short Duration Ultra Short Duration
Fund Type 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 0.89 1.16
Manager Krishna Venkat Cheemalapati Aditya Pagaria
ISIN Code INF205K01TM0 INF846K01G23
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Axis Ultra Short Term Fund - Regular Plan Growth
1 Month 0.59% 0.56%
6 Month 3.52% 3.49%
1 Year 7.21% 6.83%
3 Year 5.55% 5.42%
5 Year 5.19% 5.2%

SIP Return Analysis

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Axis Ultra Short Term Fund - Regular Plan Growth
6 Month - -
1 Year 3.33% 3.12%
3 Year 9.49% 9.14%
5 Year 14.28% 14.04%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Axis Ultra Short Term Fund - Regular Plan Growth
1 Year 4.56% 4.55%
3 Year 11.41% 11.29%
5 Year 14.64% 14.39%

Risk Management

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Axis Ultra Short Term Fund - Regular Plan Growth
Standard Deviation 0.6% 0.53%
Sharp -0.34% -0.59%
Beta 1.28% 1.17%
Alpha 2.35% 2.03%

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Fund Managers

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

Market Cap

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Axis Ultra Short Term Fund - Regular Plan Growth

Others 100 100.03

Sector Allocation

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Axis Ultra Short Term Fund - Regular Plan Growth

Others 5.66 100.03
Sovereign 1.31 -
Financial 74.83 -
Construction 8.69 -
Consumer Discretionary 1.19 -
Communication 5.18 -
Energy 3.14 -

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