Motilal Oswal Ultra Short Term Fund (MOFUSTF) vs INVESCO INDIA ULTRA SHORT DURATION FUND compare

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tortoise-icon INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

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

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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 Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth
Fund INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹692 Cr ₹210 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 30 Dec 2010 06 Sep 2013
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% 70%
Expense Ratio 0.89 1.06
Manager Krishna Venkat Cheemalapati Rakesh Shetty
ISIN Code INF205K01TM0 INF247L01213
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth
1 Month 0.63% 0.5%
6 Month 3.59% 3.05%
1 Year 7.43% 6.06%
3 Year 5.9% 5%
5 Year 5.2% 4.4%

SIP Return Analysis

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth
6 Month - -
1 Year 7.22% 5.93%
3 Year 6.68% 5.63%
5 Year 5.75% 4.85%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth
1 Year 7.54% 5.67%
3 Year 7.63% 3.6%
5 Year 7.67% 2.81%

Risk Management

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth
Standard Deviation 0.6% 0.49%
Sharp -0.34% -2.02%
Beta 1.28% 1.07%
Alpha 2.35% 1.16%

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Fund Managers

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth
Name Krishna Venkat Cheemalapati Rakesh Shetty
Total AUM ₹24743 Cr ₹33886 Cr
Fund Manage 19 19
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth

Market Cap

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

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

Others 100 100

Sector Allocation

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

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

Others 5.66 17.03
Sovereign 1.31 -
Financial 74.83 82.97
Construction 8.69 -
Consumer Discretionary 1.19 -
Communication 5.18 -
Energy 3.14 -

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