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

Link copied to clipboard!

tortoise-icon ITI Ultra Short Duration Fund Regular - Growth

Invest Now

tortoise-icon INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name ITI Ultra Short Duration Fund Regular - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Fund ITI Ultra Short Duration Fund Regular - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹156 Cr ₹1265 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 07 May 2021 30 Dec 2010
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Ultra Short Duration Fund AI Index NIFTY Ultra Short Duration Debt Index B-I
Turn Over % 24%
Expense Ratio 0.95 0.79
Manager Vikrant Mehta Krishna Venkat Cheemalapati
ISIN Code INF00XX01952 INF205K01TM0
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name ITI Ultra Short Duration Fund Regular - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
1 Month 0.55% 0.57%
6 Month 3.22% 3.47%
1 Year 6.59% 7.44%
3 Year 5.6% 6.1%
5 Year - 5.25%

SIP Return Analysis

Scheme Name ITI Ultra Short Duration Fund Regular - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
6 Month - -
1 Year 6.37% 6.94%
3 Year 6.19% 6.76%
5 Year - 5.85%

Rolling Lumpsum Returns

Scheme Name ITI Ultra Short Duration Fund Regular - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
1 Year 5.85% 7.54%
3 Year 5.07% 7.63%
5 Year - 7.67%

Risk Management

Scheme Name ITI Ultra Short Duration Fund Regular - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Standard Deviation 0.53% 0.6%
Sharp -1.26% -0.34%
Beta 1.16% 1.28%
Alpha 1.66% 2.35%

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 ITI Ultra Short Duration Fund Regular - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Name Vikrant Mehta Krishna Venkat Cheemalapati
Total AUM ₹698 Cr ₹24743 Cr
Fund Manage 8 19
ITI Ultra Short Duration Fund Regular - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Market Cap

Scheme Name

ITI Ultra Short Duration Fund Regular - Growth

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Others 100 100

Sector Allocation

Scheme Name

ITI Ultra Short Duration Fund Regular - Growth

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Others 100 100

Top Comparisons

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns14.59%

VS

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns23.15%

Compare Now

ITI Ultra Short Duration Fund Regular - Growth ITI Ultra Short Duration Fund Regular - Growth

3Y Returns5.6%

VS

HSBC Ultra Short Duration Fund - Regular Growth HSBC Ultra Short Duration Fund - Regular Growth

3Y Returns6.35%

Compare Now

Motilal Oswal Large and Midcap Fund - Regular Plan Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns21.9%

VS

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns14.96%

Compare Now

Aditya Birla Sun Life Small Cap Fund - GROWTH Aditya Birla Sun Life Small Cap Fund - GROWTH

3Y Returns13.53%

VS

IDBI Small Cap Fund Growth Regular IDBI Small Cap Fund Growth Regular

3Y Returns20.94%

Compare Now
Request call back
Add to Cart Successfully