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

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tortoise-icon HDFC Ultra Short Term Fund - Growth Option

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tortoise-icon HSBC Ultra Short Duration Fund - Regular Growth

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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 0.61% 0.6%
6 Month 3.71% 3.68%
1 Year 7.26% 7.26%
3 Year 5.8% 5.84%
5 Year 5.69% -

SIP Return Analysis

Scheme Name HDFC Ultra Short Term Fund - Growth Option HSBC Ultra Short Duration Fund - Regular Growth
6 Month - -
1 Year 3.32% 3.3%
3 Year 9.76% 9.8%
5 Year 15.27% 13.37%

Rolling Lumpsum Returns

Scheme Name HDFC Ultra Short Term Fund - Growth Option HSBC Ultra Short Duration Fund - Regular Growth
1 Year 5.02% 4.68%
3 Year 12.3% 11.84%
5 Year 15.65% 13.73%

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%

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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

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

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