DSP Ultra Short 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 DSP Ultra Short 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 DSP Ultra Short Fund - Regular Plan - Growth
Fund INVESCO INDIA ULTRA SHORT DURATION FUND - Growth DSP Ultra Short Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹692 Cr ₹2660 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 Dec 2010 05 Jul 2006
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Ultra Short Duration Debt Index B-I CRISIL Ultra Short Duration Fund BI Index
Turn Over 24% 74%
Expense Ratio 0.89 1.02
Manager Krishna Venkat Cheemalapati Kedar Karnik
ISIN Code INF205K01TM0 INF740K01QQ3
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth DSP Ultra Short Fund - Regular Plan - Growth
1 Month 0.59% 0.57%
6 Month 3.52% 3.43%
1 Year 7.21% 6.95%
3 Year 5.55% 5.4%
5 Year 5.19% 5%

SIP Return Analysis

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth DSP Ultra Short Fund - Regular Plan - Growth
6 Month - -
1 Year 3.33% 3.14%
3 Year 9.49% 9.18%
5 Year 14.28% 13.78%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth DSP Ultra Short Fund - Regular Plan - Growth
1 Year 4.56% 4.38%
3 Year 11.41% 11.04%
5 Year 14.64% 14.13%

Risk Management

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth DSP Ultra Short Fund - Regular Plan - Growth
Standard Deviation 0.6% 0.55%
Sharp -0.34% -0.62%
Beta 1.28% 1.2%
Alpha 2.35% 2.06%

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 DSP Ultra Short Fund - Regular Plan - Growth
Name Krishna Venkat Cheemalapati Kedar Karnik
Total AUM ₹24743 Cr ₹32997 Cr
Fund Manage 19 11
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth DSP Ultra Short Fund - Regular Plan - Growth

Market Cap

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

DSP Ultra Short Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

DSP Ultra Short Fund - Regular Plan - Growth

Financial 74.83 92.59
Construction 8.69 0.93
Others 5.66 2.7
Communication 5.18 -
Energy 3.14 0.38
Consumer Discretionary 1.19 -
Sovereign 1.31 3.4

Top Comparisons

ICICI Prudential Banking and PSU Debt Fund - Growth ICICI Prudential Banking and PSU Debt Fund - Growth

3Y Returns6.12%

VS

Nippon India Banking  & PSU Debt Fund- Growth Plan- Growth Option Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option

3Y Returns5.49%

Compare Now

SBI Conservative Hybrid Fund - Regular Plan - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth

3Y Returns10.82%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns10.25%

Compare Now

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

3Y Returns23.05%

VS

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns27.11%

Compare Now

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns38.51%

VS

Sundaram Mid Cap Fund Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth

3Y Returns27.27%

Compare Now
Request call back
Add to Cart Successfully