INVESCO INDIA ULTRA SHORT DURATION FUND vs UTI Ultra Short Duration Fund compare

Link copied to clipboard!

tortoise-icon INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Invest Now

tortoise-icon UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Fund INVESCO INDIA ULTRA SHORT DURATION FUND - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹692 Cr ₹2239 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 30 Dec 2010 29 Aug 2003
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Ultra Short Duration Debt Index B-I CRISIL Ultra Short Duration Fund BI Index
Turn Over 24% 350.33%
Expense Ratio 0.89 0.96
Manager Krishna Venkat Cheemalapati Ritesh Nambiar
ISIN Code INF205K01TM0 INF789F01570
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Month 0.63% 0.62%
6 Month 3.59% 3.61%
1 Year 7.43% 7.21%
3 Year 5.9% 5.9%
5 Year 5.2% 5.88%

SIP Return Analysis

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
6 Month - -
1 Year 7.22% 7.11%
3 Year 6.68% 6.63%
5 Year 5.75% 6.24%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Year 7.54% 6.93%
3 Year 7.63% 7.57%
5 Year 7.67% 7.73%

Risk Management

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Standard Deviation 0.6% 1.49%
Sharp -0.34% 0.5%
Beta 1.28% 0.39%
Alpha 2.35% 1.51%

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 INVESCO INDIA ULTRA SHORT DURATION FUND - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Name Krishna Venkat Cheemalapati Ritesh Nambiar
Total AUM ₹24743 Cr ₹2329 Cr
Fund Manage 19 3
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 100 100.03

Sector Allocation

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 5.66 10.16
Sovereign 1.31 -
Financial 74.83 65.22
Construction 8.69 7.28
Consumer Discretionary 1.19 -
Communication 5.18 2.59
Energy 3.14 6
Consumer Staples - 2.26
Automobile - 0.12
Diversified - 1.83
Capital Goods - 2.99
Services - 1.58

Top Comparisons

Invesco India Midcap Fund - Growth Option Invesco India Midcap Fund - Growth Option

3Y Returns21.57%

VS

UTI Mid Cap Fund-Growth Option UTI Mid Cap Fund-Growth Option

3Y Returns14.64%

Compare Now

HSBC Business Cycles Fund - Regular Growth HSBC Business Cycles Fund - Regular Growth

3Y Returns20.71%

VS

QUANT COMMODITIES FUND REGULAR PLAN GROWTH QUANT COMMODITIES FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

3Y Returns25.01%

VS

DSP India T.I.G.E.R. Fund - Regular Plan - Growth DSP India T.I.G.E.R. Fund - Regular Plan - Growth

3Y Returns28.6%

Compare Now

Tata Overnight Fund-Regular Plan-Growth Tata Overnight Fund-Regular Plan-Growth

3Y Returns5.79%

VS

UTI - Overnight  Fund - Regular Plan - Growth Option UTI - Overnight Fund - Regular Plan - Growth Option

3Y Returns5.85%

Compare Now
Request call back
Add to Cart Successfully