Tata Ultra Short Term Fund vs HDFC Ultra Short Term Fund compare
HDFC Ultra Short Term Fund - Growth Option
Tata Ultra Short Term Fund-Regular Plan-Growth
Chart Comparison
| 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 | Moderate | Moderate |
| Asset Size (Cr) | ₹13399 Cr | ₹2061 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 05 Sep 2018 | 01 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 | 1.16 |
| Manager | Anil Bamboli | Akhil Mittal |
| ISIN Code | INF179KB11R3 | INF277K016S1 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.63% | 0.61% |
| 6 Month | 3.7% | 3.51% |
| 1 Year | 7.43% | 6.96% |
| 3 Year | 6.14% | 5.71% |
| 5 Year | 5.71% | 5.07% |
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.32% | 6.86% |
| 3 Year | 6.85% | 6.39% |
| 5 Year | 6.06% | 5.56% |
| 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% |
| 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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| 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 |
| Scheme Name |
HDFC Ultra Short Term Fund - Growth Option |
Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
| Scheme Name |
HDFC Ultra Short Term Fund - Growth Option |
Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Others | 7.07 | 1.74 |
| Sovereign | 0.2 | 2.04 |
| Financial | 71.51 | 83.67 |
| Construction | 7.9 | 6.84 |
| Communication | 5.09 | 3.69 |
| Materials | 3.47 | - |
| Energy | 0.31 | - |
| Consumer Discretionary | 0.35 | - |
| Services | 0.17 | 2.02 |
| Capital Goods | 3.93 | - |
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