Tata Ultra Short Term Fund vs HDFC Ultra Short Term Fund compare

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tortoise-icon HDFC Ultra Short Term Fund - Growth Option

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tortoise-icon Tata Ultra Short Term Fund-Regular Plan-Growth

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Chart Comparison

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

Overview

Scheme Name HDFC Ultra Short Term Fund - Growth Option Tata Ultra Short Term Fund-Regular Plan-Growth
Fund HDFC Ultra Short Term Fund - Growth Option Tata Ultra Short Term Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹14802 Cr ₹3363 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 25 Sep 2018 22 Jan 2019
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Ultra Short Duration Fund BI Index CRISIL Ultra ST Debt
Turn Over 26% 32%
Expense Ratio 0.69 1.15
Manager Anil Bamboli Akhil Mittal
ISIN Code INF179KB11R3 INF277K016S1
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HDFC Ultra Short Term Fund - Growth Option Tata Ultra Short Term Fund-Regular Plan-Growth
1 Month 0.63% 0.63%
6 Month 3.67% 3.51%
1 Year 7.53% 7.08%
3 Year 6.23% 5.8%
5 Year 5.73% 5.09%

SIP Return Analysis

Scheme Name HDFC Ultra Short Term Fund - Growth Option Tata Ultra Short Term Fund-Regular Plan-Growth
6 Month - -
1 Year 7.2% 6.82%
3 Year 6.89% 6.46%
5 Year 6.1% 5.63%

Rolling Lumpsum Returns

Scheme Name HDFC Ultra Short Term Fund - Growth Option Tata Ultra Short Term Fund-Regular Plan-Growth
1 Year 6.42% 5.12%
3 Year 5.09% 4.36%
5 Year 5.78% 5.09%

Risk Management

Scheme Name HDFC Ultra Short Term Fund - Growth Option Tata Ultra Short Term Fund-Regular Plan-Growth
Standard Deviation 0.54% 0.51%
Sharp 0.11% -0.68%
Beta 1.18% 1.12%
Alpha 2.43% 1.9%

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Fund Managers

Scheme Name HDFC Ultra Short Term Fund - Growth Option Tata Ultra Short Term Fund-Regular Plan-Growth
Name Anil Bamboli Akhil Mittal
Total AUM ₹135442 Cr ₹4981 Cr
Fund Manage 12 4
HDFC Ultra Short Term Fund - Growth Option Tata Ultra Short Term Fund-Regular Plan-Growth

Market Cap

Scheme Name

HDFC Ultra Short Term Fund - Growth Option

Tata Ultra Short Term Fund-Regular Plan-Growth

Others 100 100

Sector Allocation

Scheme Name

HDFC Ultra Short Term Fund - Growth Option

Tata Ultra Short Term Fund-Regular Plan-Growth

Others 100 1.74
Sovereign - 2.04
Financial - 83.67
Construction - 6.84
Communication - 3.69
Services - 2.02

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