HSBC Ultra Short Duration Fund vs HDFC Ultra Short Term Fund compare

Link copied to clipboard!

tortoise-icon HDFC Ultra Short Term Fund - Growth Option

Invest Now

tortoise-icon HSBC Ultra Short Duration Fund - Regular 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 HSBC Ultra Short Duration Fund - Regular Growth
Fund HDFC Ultra Short Term Fund - Growth Option HSBC Ultra Short Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹13399 Cr ₹2335 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2018 29 Jan 2020
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Ultra Short Duration Fund BI Index CRISIL Ultra Short Duration Fund AI Index
Turn Over 26% 54%
Expense Ratio 0.69 0.47
Manager Anil Bamboli Jalpan Shah
ISIN Code INF179KB11R3 INF336L01OW1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Ultra Short Term Fund - Growth Option HSBC Ultra Short Duration Fund - Regular Growth
1 Month 0.63% 0.62%
6 Month 3.7% 3.7%
1 Year 7.43% 7.4%
3 Year 6.14% 6.16%
5 Year 5.71% -

SIP Return Analysis

Scheme Name HDFC Ultra Short Term Fund - Growth Option HSBC Ultra Short Duration Fund - Regular Growth
6 Month - -
1 Year 7.32% 7.29%
3 Year 6.85% 6.86%
5 Year 6.06% -

Rolling Lumpsum Returns

Scheme Name HDFC Ultra Short Term Fund - Growth Option HSBC Ultra Short Duration Fund - Regular Growth
1 Year 6.42% 4.88%
3 Year 5.09% 4.95%
5 Year 5.78% -

Risk Management

Scheme Name HDFC Ultra Short Term Fund - Growth Option HSBC Ultra Short Duration Fund - Regular Growth
Standard Deviation 0.54% 0.54%
Sharp 0.11% 0.14%
Beta 1.18% 1.19%
Alpha 2.43% 2.45%

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 HSBC Ultra Short Duration Fund - Regular Growth
Name Anil Bamboli Jalpan Shah
Total AUM ₹135442 Cr ₹16521 Cr
Fund Manage 12 6
HDFC Ultra Short Term Fund - Growth Option HSBC Ultra Short Duration Fund - Regular Growth

Market Cap

Scheme Name

HDFC Ultra Short Term Fund - Growth Option

HSBC Ultra Short Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

HDFC Ultra Short Term Fund - Growth Option

HSBC Ultra Short Duration Fund - Regular Growth

Others 7.07 3.62
Sovereign 0.2 1.92
Financial 71.51 90.81
Construction 7.9 -
Communication 5.09 -
Materials 3.47 -
Energy 0.31 1.82
Consumer Discretionary 0.35 -
Services 0.17 1.83
Capital Goods 3.93 -

Top Comparisons

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

3Y Returns11.03%

VS

Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan

3Y Returns5.65%

Compare Now

BANDHAN All Seasons Bond Fund - Regular Plan - Growth BANDHAN All Seasons Bond Fund - Regular Plan - Growth

3Y Returns5.68%

VS

Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth

3Y Returns5.32%

Compare Now

WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option

3Y Returns5.56%

VS

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.04%

Compare Now

ITI Value Fund Regular - Growth ITI Value Fund Regular - Growth

3Y Returns15.5%

VS

Templeton India Value Fund - Growth Plan Templeton India Value Fund - Growth Plan

3Y Returns18.62%

Compare Now
Request call back
Add to Cart Successfully