INVESCO INDIA ULTRA SHORT DURATION FUND vs SBI Magnum Ultra Short Duration Fund compare
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Chart Comparison
Overview
Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
Fund | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹12091 Cr | ₹1391 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 21 May 1999 | 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 | 24% | 24% |
Expense Ratio | 0.55 | 0.79 |
Manager | Pradeep Kesavan | Krishna Venkat Cheemalapati |
ISIN Code | INF200K01LJ4 | INF205K01TM0 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
1 Month | 0.71% | 0.71% |
6 Month | 3.67% | 3.69% |
1 Year | 7.41% | 7.28% |
3 Year | 6.57% | 6.41% |
5 Year | 5.7% | 5.39% |
SIP Return Analysis
Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
6 Month | 2.14% | 2.17% |
1 Year | 7.41% | 7.39% |
3 Year | 7.19% | 7.1% |
5 Year | 6.3% | 6.11% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
1 Year | 7.36% | 7.48% |
3 Year | 7.32% | 7.59% |
5 Year | 6.96% | 7.64% |
Risk Management
Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
Standard Deviation | 0.462% | 0.503% |
Sharp | -0.152% | -0.612% |
Beta | 3.334% | 3.759% |
Alpha | -0.709% | -0.962% |
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Fund Managers
Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
Name | Pradeep Kesavan | Krishna Venkat Cheemalapati |
Total AUM | ₹434274 Cr | ₹24743 Cr |
Funds Managed | 43 | 19 |
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
Market Cap
Scheme Name |
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
Others | 100 | 100 |
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