- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 0.98% | 0.97% |
| 6 Month | 3.78% | 3.82% |
| 1 Year | 7.53% | 7.41% |
| 3 Year | 6.71% | 6.54% |
| 5 Year | 5.72% | 5.42% |
SIP Return Analysis
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| 6 Month | 2.03% | 2.05% |
| 1 Year | 7.74% | 7.72% |
| 3 Year | 7.32% | 7.22% |
| 5 Year | 6.39% | 6.21% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Invesco India Multicap Fund - Growth Option
3Y Returns16.35%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns12.25%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns10.67%
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option
3Y Returns16.23%
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
3Y Returns15.44%
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
3Y Returns12.57%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns13.4%
