Tata Ultra Short Term Fund vs UTI 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 UTI Ultra Short Duration Fund- Regular Plan - Growth Option

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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 UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Fund Tata Ultra Short Term Fund-Regular Plan-Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹3363 Cr ₹3046 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 22 Jan 2019 27 Aug 2003
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% 350.33%
Expense Ratio 1.15 0.94
Manager Akhil Mittal Ritesh Nambiar
ISIN Code INF277K016S1 INF789F01570
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Tata Ultra Short Term Fund-Regular Plan-Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Month 0.54% 0.52%
6 Month 3.37% 3.45%
1 Year 6.99% 7.2%
3 Year 5.82% 6.01%
5 Year 5.09% 5.88%

SIP Return Analysis

Scheme Name Tata Ultra Short Term Fund-Regular Plan-Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
6 Month - -
1 Year 6.82% 6.99%
3 Year 6.46% 6.68%
5 Year 5.63% 6.27%

Rolling Lumpsum Returns

Scheme Name Tata Ultra Short Term Fund-Regular Plan-Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Year 5.12% 6.93%
3 Year 4.36% 7.57%
5 Year 5.09% 7.73%

Risk Management

Scheme Name Tata Ultra Short Term Fund-Regular Plan-Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Standard Deviation 0.51% 1.49%
Sharp -0.68% 0.5%
Beta 1.12% 0.39%
Alpha 1.9% 1.51%

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Fund Managers

Scheme Name Tata Ultra Short Term Fund-Regular Plan-Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Name Akhil Mittal Ritesh Nambiar
Total AUM ₹4981 Cr ₹2329 Cr
Fund Manage 4 3
Tata Ultra Short Term Fund-Regular Plan-Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Ultra Short Term Fund-Regular Plan-Growth

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 100 99.98

Sector Allocation

Scheme Name

Tata Ultra Short Term Fund-Regular Plan-Growth

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 1.74 99.98
Sovereign 2.04 -
Financial 83.67 -
Construction 6.84 -
Communication 3.69 -
Services 2.02 -

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