Motilal Oswal Ultra Short Term Fund (MOFUSTF) vs HSBC Ultra Short Duration Fund compare

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tortoise-icon Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth

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tortoise-icon HSBC Ultra Short Duration Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth HSBC Ultra Short Duration Fund - Regular Growth
Fund Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth HSBC Ultra Short Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹210 Cr ₹2335 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 06 Sep 2013 29 Jan 2020
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Ultra Short Duration Fund BI Index CRISIL Ultra Short Duration Fund AI Index
Turn Over 70% 54%
Expense Ratio 1.06 0.47
Manager Rakesh Shetty Jalpan Shah
ISIN Code INF247L01213 INF336L01OW1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth HSBC Ultra Short Duration Fund - Regular Growth
1 Month 0.51% 0.6%
6 Month 3.02% 3.68%
1 Year 6.09% 7.26%
3 Year 4.73% 5.84%
5 Year 4.41% -

SIP Return Analysis

Scheme Name Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth HSBC Ultra Short Duration Fund - Regular Growth
6 Month - -
1 Year 2.74% 3.3%
3 Year 7.99% 9.8%
5 Year 11.94% 13.37%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth HSBC Ultra Short Duration Fund - Regular Growth
1 Year 3.83% 4.68%
3 Year 9.59% 11.84%
5 Year 12.25% 13.73%

Risk Management

Scheme Name Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth HSBC Ultra Short Duration Fund - Regular Growth
Standard Deviation 0.49% 0.54%
Sharp -2.02% 0.14%
Beta 1.07% 1.19%
Alpha 1.16% 2.45%

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Fund Managers

Scheme Name Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth HSBC Ultra Short Duration Fund - Regular Growth
Name Rakesh Shetty Jalpan Shah
Total AUM ₹33886 Cr ₹16521 Cr
Fund Manage 19 6
Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth HSBC Ultra Short Duration Fund - Regular Growth

Market Cap

Scheme Name

Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth

HSBC Ultra Short Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth

HSBC Ultra Short Duration Fund - Regular Growth

Others 17.03 3.62
Financial 82.97 90.81
Sovereign - 1.92
Services - 1.83
Energy - 1.82

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