Tata Ultra Short Term Fund vs HSBC Ultra Short Duration Fund compare

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tortoise-icon Tata Ultra Short Term Fund-Regular Plan-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 Tata Ultra Short Term Fund-Regular Plan-Growth HSBC Ultra Short Duration Fund - Regular Growth
Fund Tata Ultra Short Term Fund-Regular Plan-Growth HSBC Ultra Short Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹2061 Cr ₹2335 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Jan 2019 29 Jan 2020
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Ultra ST Debt CRISIL Ultra Short Duration Fund AI Index
Turn Over 32% 54%
Expense Ratio 1.16 0.47
Manager Akhil Mittal Jalpan Shah
ISIN Code INF277K016S1 INF336L01OW1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata Ultra Short Term Fund-Regular Plan-Growth HSBC Ultra Short Duration Fund - Regular Growth
1 Month 0.56% 0.6%
6 Month 3.41% 3.68%
1 Year 6.78% 7.26%
3 Year 5.38% 5.84%
5 Year 5.04% -

SIP Return Analysis

Scheme Name Tata Ultra Short Term Fund-Regular Plan-Growth HSBC Ultra Short Duration Fund - Regular Growth
6 Month - -
1 Year 3.07% 3.3%
3 Year 9.03% 9.8%
5 Year 13.75% 13.37%

Rolling Lumpsum Returns

Scheme Name Tata Ultra Short Term Fund-Regular Plan-Growth HSBC Ultra Short Duration Fund - Regular Growth
1 Year 4.43% 4.68%
3 Year 11.07% 11.84%
5 Year 14.11% 13.73%

Risk Management

Scheme Name Tata Ultra Short Term Fund-Regular Plan-Growth HSBC Ultra Short Duration Fund - Regular Growth
Standard Deviation 0.51% 0.54%
Sharp -0.68% 0.14%
Beta 1.12% 1.19%
Alpha 1.9% 2.45%

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Fund Managers

Scheme Name Tata Ultra Short Term Fund-Regular Plan-Growth HSBC Ultra Short Duration Fund - Regular Growth
Name Akhil Mittal Jalpan Shah
Total AUM ₹4981 Cr ₹16521 Cr
Fund Manage 4 6
Tata Ultra Short Term Fund-Regular Plan-Growth HSBC Ultra Short Duration Fund - Regular Growth

Market Cap

Scheme Name

Tata Ultra Short Term Fund-Regular Plan-Growth

HSBC Ultra Short Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

Tata Ultra Short Term Fund-Regular Plan-Growth

HSBC Ultra Short Duration Fund - Regular Growth

Financial 83.67 90.81
Communication 3.69 -
Construction 6.84 -
Sovereign 2.04 1.92
Services 2.02 1.83
Others 1.74 3.62
Energy - 1.82

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