Tata Ultra Short Term Fund vs LIC MF Ultra Short Term Fund Regular compare

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

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tortoise-icon LIC MF Ultra Short Term 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 LIC MF Ultra Short Term Fund Regular - Growth
Fund Tata Ultra Short Term Fund-Regular Plan-Growth LIC MF Ultra Short Term Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹2061 Cr ₹281 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹500
Launch Date 01 Jan 2019 22 Nov 2019
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open-ended
Benchmark CRISIL Ultra ST Debt CRISIL Ultra Short Duration Fund BI Index
Turn Over 32% %
Expense Ratio 1.16 0.95
Manager Akhil Mittal Rahul Singh
ISIN Code INF277K016S1 INF767K01QO1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata Ultra Short Term Fund-Regular Plan-Growth LIC MF Ultra Short Term Fund Regular - Growth
1 Month 0.56% 0.57%
6 Month 3.41% 3.43%
1 Year 6.78% 6.61%
3 Year 5.38% 5.63%
5 Year 5.04% -

SIP Return Analysis

Scheme Name Tata Ultra Short Term Fund-Regular Plan-Growth LIC MF Ultra Short Term Fund Regular - Growth
6 Month - -
1 Year 3.07% 3.02%
3 Year 9.03% 8.7%
5 Year 13.75% 12.24%

Rolling Lumpsum Returns

Scheme Name Tata Ultra Short Term Fund-Regular Plan-Growth LIC MF Ultra Short Term Fund Regular - Growth
1 Year 5.1% 4.24%
3 Year 4.36% 4.34%
5 Year 5.09% -

Risk Management

Scheme Name Tata Ultra Short Term Fund-Regular Plan-Growth LIC MF Ultra Short Term Fund Regular - Growth
Standard Deviation 0.51% 0.46%
Sharp -0.68% -0.26%
Beta 1.12% 0.85%
Alpha 1.9% 1.59%

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Fund Managers

Scheme Name Tata Ultra Short Term Fund-Regular Plan-Growth LIC MF Ultra Short Term Fund Regular - Growth
Name Akhil Mittal Rahul Singh
Total AUM ₹4981 Cr ₹19760 Cr
Fund Manage 4 9
Tata Ultra Short Term Fund-Regular Plan-Growth LIC MF Ultra Short Term Fund Regular - Growth

Market Cap

Scheme Name

Tata Ultra Short Term Fund-Regular Plan-Growth

LIC MF Ultra Short Term Fund Regular - Growth

Others 100 100.02

Sector Allocation

Scheme Name

Tata Ultra Short Term Fund-Regular Plan-Growth

LIC MF Ultra Short Term Fund Regular - Growth

Others 1.74 7.88
Sovereign 2.04 -
Financial 83.67 78.65
Construction 6.84 -
Communication 3.69 -
Services 2.02 -
Energy - 13.49

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