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

Link copied to clipboard!

tortoise-icon HDFC Ultra Short Term Fund - Growth Option

Invest Now

tortoise-icon INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name HDFC Ultra Short Term Fund - Growth Option INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Fund HDFC Ultra Short Term Fund - Growth Option INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹13399 Cr ₹692 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2018 30 Dec 2010
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Ultra Short Duration Fund BI Index NIFTY Ultra Short Duration Debt Index B-I
Turn Over 26% 24%
Expense Ratio 0.69 0.89
Manager Anil Bamboli Krishna Venkat Cheemalapati
ISIN Code INF179KB11R3 INF205K01TM0
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Ultra Short Term Fund - Growth Option INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
1 Month 0.61% 0.59%
6 Month 3.71% 3.52%
1 Year 7.26% 7.21%
3 Year 5.8% 5.55%
5 Year 5.69% 5.19%

SIP Return Analysis

Scheme Name HDFC Ultra Short Term Fund - Growth Option INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
6 Month - -
1 Year 3.32% 3.33%
3 Year 9.76% 9.49%
5 Year 15.27% 14.28%

Rolling Lumpsum Returns

Scheme Name HDFC Ultra Short Term Fund - Growth Option INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
1 Year 5.02% 4.56%
3 Year 12.3% 11.41%
5 Year 15.65% 14.64%

Risk Management

Scheme Name HDFC Ultra Short Term Fund - Growth Option INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Standard Deviation 0.54% 0.6%
Sharp 0.11% -0.34%
Beta 1.18% 1.28%
Alpha 2.43% 2.35%

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 HDFC Ultra Short Term Fund - Growth Option INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Name Anil Bamboli Krishna Venkat Cheemalapati
Total AUM ₹135442 Cr ₹24743 Cr
Fund Manage 12 19
HDFC Ultra Short Term Fund - Growth Option INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Market Cap

Scheme Name

HDFC Ultra Short Term Fund - Growth Option

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Others 100 100

Sector Allocation

Scheme Name

HDFC Ultra Short Term Fund - Growth Option

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Others 7.07 5.66
Sovereign 0.2 1.31
Financial 71.51 74.83
Construction 7.9 8.69
Communication 5.09 5.18
Materials 3.47 -
Energy 0.31 3.14
Consumer Discretionary 0.35 1.19
Services 0.17 -
Capital Goods 3.93 -

Top Comparisons

BANDHAN Equity Savings Fund - Regular Plan - Growth BANDHAN Equity Savings Fund - Regular Plan - Growth

3Y Returns6.99%

VS

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns10.24%

Compare Now

HDFC Long Duration Debt Fund - Growth Option HDFC Long Duration Debt Fund - Growth Option

3Y Returns0%

VS

Nippon India Nivesh Lakshya Fund- Growth Option Nippon India Nivesh Lakshya Fund- Growth Option

3Y Returns7.02%

Compare Now

ICICI Prudential Nifty Next 50 Index Fund - Growth ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns22.98%

VS

SBI NIFTY Index Fund - Regular Plan - Growth SBI NIFTY Index Fund - Regular Plan - Growth

3Y Returns15.18%

Compare Now

HDFC Short Term  Debt Fund - Growth Option HDFC Short Term Debt Fund - Growth Option

3Y Returns5.81%

VS

BANDHAN Bond Fund - Short Term - Regular Plan - Growth BANDHAN Bond Fund - Short Term - Regular Plan - Growth

3Y Returns5.33%

Compare Now
Request call back
Add to Cart Successfully