PGIM India Ultra Short Duration Fund vs HSBC Ultra Short Duration Fund compare

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tortoise-icon PGIM India Ultra Short Duration Fund - 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 PGIM India Ultra Short Duration Fund - Growth HSBC Ultra Short Duration Fund - Regular Growth
Fund PGIM India Ultra Short Duration Fund - Growth HSBC Ultra Short Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹246 Cr ₹2335 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 03 Jul 2008 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 123% 54%
Expense Ratio 0.9 0.47
Manager Puneet Pal Jalpan Shah
ISIN Code INF223J01FK8 INF336L01OW1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name PGIM India Ultra Short Duration Fund - Growth HSBC Ultra Short Duration Fund - Regular Growth
1 Month 0.56% 0.6%
6 Month 3.38% 3.68%
1 Year 6.72% 7.26%
3 Year 5.44% 5.84%
5 Year 5.65% -

SIP Return Analysis

Scheme Name PGIM India Ultra Short Duration Fund - Growth HSBC Ultra Short Duration Fund - Regular Growth
6 Month - -
1 Year 3.07% 3.3%
3 Year 9.12% 9.8%
5 Year 14.33% 13.37%

Rolling Lumpsum Returns

Scheme Name PGIM India Ultra Short Duration Fund - Growth HSBC Ultra Short Duration Fund - Regular Growth
1 Year 5.13% 4.68%
3 Year 11.95% 11.84%
5 Year 15.09% 13.73%

Risk Management

Scheme Name PGIM India Ultra Short Duration Fund - Growth HSBC Ultra Short Duration Fund - Regular Growth
Standard Deviation 0.49% 0.54%
Sharp -0.55% 0.14%
Beta 1.05% 1.19%
Alpha 1.84% 2.45%

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Fund Managers

Scheme Name PGIM India Ultra Short Duration Fund - Growth HSBC Ultra Short Duration Fund - Regular Growth
Name Puneet Pal Jalpan Shah
Total AUM ₹20950 Cr ₹16521 Cr
Fund Manage 19 6
PGIM India Ultra Short Duration Fund - Growth HSBC Ultra Short Duration Fund - Regular Growth

Market Cap

Scheme Name

PGIM India Ultra Short Duration Fund - Growth

HSBC Ultra Short Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

PGIM India Ultra Short Duration Fund - Growth

HSBC Ultra Short Duration Fund - Regular Growth

Others 3.58 3.62
Sovereign 1.96 1.92
Financial 81.95 90.81
Energy 8.62 1.82
Services 1.93 1.83
Capital Goods 1.96 -

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