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

Link copied to clipboard!

tortoise-icon SBI Magnum Ultra Short Duration Fund - Regular Plan - 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 SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Fund SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹11492 Cr ₹692 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 21 May 1999 30 Dec 2010
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Ultra Short Duration Fund BI Index NIFTY Ultra Short Duration Debt Index B-I
Turn Over 24% 24%
Expense Ratio 0.54 0.89
Manager Pradeep Kesavan Krishna Venkat Cheemalapati
ISIN Code INF200K01LJ4 INF205K01TM0
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
1 Month 0.62% 0.59%
6 Month 3.69% 3.52%
1 Year 7.28% 7.21%
3 Year 5.8% 5.55%
5 Year 5.58% 5.19%

SIP Return Analysis

Scheme Name SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
6 Month - -
1 Year 3.3% 3.33%
3 Year 9.74% 9.49%
5 Year 15.04% 14.28%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
1 Year 4.89% 4.56%
3 Year 12.1% 11.41%
5 Year 15.43% 14.64%

Risk Management

Scheme Name SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Standard Deviation 0.56% 0.6%
Sharp 0.07% -0.34%
Beta 1.24% 1.28%
Alpha 2.52% 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 SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Name Pradeep Kesavan Krishna Venkat Cheemalapati
Total AUM ₹434274 Cr ₹24743 Cr
Fund Manage 43 19
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Market Cap

Scheme Name

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Others 100 100

Sector Allocation

Scheme Name

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Financial 85.95 74.83
Communication 4.51 5.18
Construction 5.65 8.69
Services 1.64 -
Others 1.68 5.66
Energy 0.57 3.14
Consumer Discretionary - 1.19
Sovereign - 1.31

Top Comparisons

Franklin India Focused Equity Fund - Growth Plan Franklin India Focused Equity Fund - Growth Plan

3Y Returns19.48%

VS

HDFC Focused 30 Fund - GROWTH PLAN HDFC Focused 30 Fund - GROWTH PLAN

3Y Returns28.45%

Compare Now

Sundaram ELSS Tax Saver Fund Regular Growth Sundaram ELSS Tax Saver Fund Regular Growth

3Y Returns16.61%

VS

Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

3Y Returns16.61%

Compare Now

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

3Y Returns9.81%

VS

HDFC Equity Savings Fund - GROWTH PLAN HDFC Equity Savings Fund - GROWTH PLAN

3Y Returns11.1%

Compare Now

ITI Balanced Advantage Fund Regular - Growth ITI Balanced Advantage Fund Regular - Growth

3Y Returns12.18%

VS

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully