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

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tortoise-icon INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

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

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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) ₹1265 Cr ₹3046 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 30 Dec 2010 27 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 0.79 0.94
Manager Krishna Venkat Cheemalapati Ritesh Nambiar
ISIN Code INF205K01TM0 INF789F01570
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Month 0.57% 0.57%
6 Month 3.47% 3.48%
1 Year 7.44% 7.18%
3 Year 6.1% 6.1%
5 Year 5.25% 5.89%

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 6.94% 6.91%
3 Year 6.76% 6.71%
5 Year 5.85% 6.29%

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%

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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 99.98

Sector Allocation

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 100 99.98

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