Tata Ultra Short Term Fund vs INVESCO INDIA ULTRA SHORT DURATION FUND compare
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Tata Ultra Short Term Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Fund | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹692 Cr | ₹2061 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2010 | 01 Jan 2019 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Ultra Short Duration Debt Index B-I | CRISIL Ultra ST Debt |
| Turn Over | 24% | 32% |
| Expense Ratio | 0.89 | 1.16 |
| Manager | Krishna Venkat Cheemalapati | Akhil Mittal |
| ISIN Code | INF205K01TM0 | INF277K016S1 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.57% | 0.55% |
| 6 Month | 3.55% | 3.46% |
| 1 Year | 7.42% | 6.96% |
| 3 Year | 5.88% | 5.69% |
| 5 Year | 5.21% | 5.06% |
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.22% | 6.86% |
| 3 Year | 6.68% | 6.39% |
| 5 Year | 5.75% | 5.56% |
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.54% | 5.12% |
| 3 Year | 7.63% | 4.36% |
| 5 Year | 7.67% | 5.09% |
| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.6% | 0.51% |
| Sharp | -0.34% | -0.68% |
| Beta | 1.28% | 1.12% |
| Alpha | 2.35% | 1.9% |
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| Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Akhil Mittal |
| Total AUM | ₹24743 Cr | ₹4981 Cr |
| Fund Manage | 19 | 4 |
| INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
| Scheme Name |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
| Scheme Name |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.66 | 1.74 |
| Sovereign | 1.31 | 2.04 |
| Financial | 74.83 | 83.67 |
| Construction | 8.69 | 6.84 |
| Consumer Discretionary | 1.19 | - |
| Communication | 5.18 | 3.69 |
| Energy | 3.14 | - |
| Services | - | 2.02 |
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