Tata Ultra Short Term Fund vs Mahindra Manulife Ultra Short Duration Fund compare

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tortoise-icon Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

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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 Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
Fund Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹231 Cr ₹2061 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Oct 2019 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 9.69% 32%
Expense Ratio 0.71 1.16
Manager Rahul Pal Akhil Mittal
ISIN Code INF174V01853 INF277K016S1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
1 Month 0.6% 0.56%
6 Month 3.66% 3.41%
1 Year 7.14% 6.78%
3 Year 5.7% 5.38%
5 Year - 5.04%

SIP Return Analysis

Scheme Name Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
6 Month - -
1 Year 3.26% 3.07%
3 Year 9.6% 9.03%
5 Year 14.04% 13.75%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
1 Year 4.68% 4.43%
3 Year 11.74% 11.07%
5 Year 14.27% 14.11%

Risk Management

Scheme Name Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
Standard Deviation 0.54% 0.51%
Sharp -0.1% -0.68%
Beta 1.18% 1.12%
Alpha 2.31% 1.9%

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Fund Managers

Scheme Name Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
Name Rahul Pal Akhil Mittal
Total AUM ₹3032 Cr ₹4981 Cr
Fund Manage 7 4
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Tata Ultra Short Term Fund-Regular Plan-Growth

Market Cap

Scheme Name

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

Tata Ultra Short Term Fund-Regular Plan-Growth

Others 101.21 100

Sector Allocation

Scheme Name

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

Tata Ultra Short Term Fund-Regular Plan-Growth

Others 101.21 1.74
Sovereign - 2.04
Financial - 83.67
Construction - 6.84
Communication - 3.69
Services - 2.02

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