Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| Fund Name | BMSMONEY Ultra Short Duration Fund Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Savings Fund |
1 | The Aditya Birla Sun Life Savings Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22<sup>nd</sup> funds. The fund has 17<sup>th</sup> KPIs that are in top quartile. The fund has 77% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has fourth KPIs that are in bottom quartile. The fund has 18% of the KPIs that are in bottom quartile. | 7.15% | 5.17% | 0.00% | 0.00% | -3.39 | -0.71 | 0.41 |
|
Mirae Asset Ultra Short Duration Fund |
2 | The Mirae Asset Ultra Short Duration Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22<sup>nd</sup> funds. The fund has 11<sup>th</sup> KPIs that are in top quartile. The fund has 55% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has fourth KPIs that are in bottom quartile. The fund has 20% of the KPIs that are in bottom quartile. | 7.10% | 4.95% | 0.00% | 0.00% | -4.23 | -0.79 | 0.38 |
|
Icici Prudential Ultra Short Term Fund |
3 | The Icici Prudential Ultra Short Term Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22<sup>nd</sup> funds. The fund has seventh KPIs that are in top quartile. The fund has 39% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 11% of the KPIs that are in bottom quartile. | 6.93% | 5.06% | 0.00% | 0.00% | -4.10 | -0.78 | 0.41 |
|
Uti Ultra Short Term Fund |
4 | The Uti Ultra Short Term Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22<sup>nd</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 36% of the KPIs that are in top quartile. The fund has sixth KPIs that are in bottom quartile. The fund has 27% of the KPIs that are in bottom quartile. | 6.74% | 5.61% | 0.00% | 0.00% | -0.93 | -0.52 | 0.52 |
|
Hdfc Ultra Short Term Fund |
5 | The Hdfc Ultra Short Term Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22<sup>nd</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 18% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 6.93% | 4.88% | 0.00% | 0.00% | -4.10 | -0.78 | 0.42 |
|
Baroda Bnp Paribas Ultra Short Duration Fund |
6 | The Baroda Bnp Paribas Ultra Short Duration Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22<sup>nd</sup> funds. The fund has 12<sup>th</sup> KPIs that are in top quartile. The fund has 67% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has fourth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. | 7.24% | 5.14% | 0.00% | 0.00% | -3.46 | -0.72 | 0.44 |
|
Hsbc Ultra Short Duration Fund |
7 | The Hsbc Ultra Short Duration Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22<sup>nd</sup> funds. The fund has ninth KPIs that are in top quartile. The fund has 45% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 10% of the KPIs that are in bottom quartile. | 6.98% | 4.88% | 0.00% | 0.00% | -4.12 | -0.78 | 0.41 |
|
Mahindra Manulife Ultra Short Term Fund |
8 | The Mahindra Manulife Ultra Short Term Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22<sup>nd</sup> funds. The fund has first KPI that is in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 15% of the KPIs that are in bottom quartile. | 6.85% | 4.72% | 0.00% | 0.00% | -4.36 | -0.79 | 0.42 |
|
Nippon India Ultra Short Duration Fund |
9 | The Nippon India Ultra Short Duration Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22<sup>nd</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 28% of the KPIs that are in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 28% of the KPIs that are in bottom quartile. | 6.69% | 6.28% | 0.00% | 0.00% | -0.41 | -0.27 | 0.50 |
|
Kotak Savings Fund |
10 | The Kotak Savings Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22<sup>nd</sup> funds. The fund does not have any KPI that are top quartile. The fund has third KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. | 6.82% | 4.71% | 0.00% | 0.00% | -4.42 | -0.80 | 0.41 |
|
Idfc Ultra Short Term Fund |
11 | The Idfc Ultra Short Term Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22<sup>nd</sup> funds. The fund has sixth KPIs that are in top quartile. The fund has 33% of the KPIs that are in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. | 7.03% | 4.78% | 0.00% | 0.00% | -4.12 | -0.78 | 0.43 |
|
Sbi Magnum Ultra Short Duration Fund |
12 | The Sbi Magnum Ultra Short Duration Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22<sup>nd</sup> funds. The fund has ninth KPIs that are in top quartile. The fund has 50% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has fourth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. | 6.98% | 4.81% | -0.01% | 0.00% | -4.12 | -0.78 | 0.43 |
|
Invesco India Ultra Short Term Fund |
13 | The Invesco India Ultra Short Term Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22<sup>nd</sup> funds. The fund has first KPI that is in top quartile. The fund has eighth KPIs that are in bottom quartile. The fund has 36% of the KPIs that are in bottom quartile. | 6.63% | 4.47% | -0.00% | 0.00% | -4.82 | -0.82 | 0.41 |
|
Axis Ultra Short Term Fund |
14 | The Axis Ultra Short Term Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22<sup>nd</sup> funds. The fund does not have any KPI that are top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 18% of the KPIs that are in bottom quartile. | 6.53% | 4.51% | 0.00% | 0.00% | -5.02 | -0.83 | 0.43 |
|
Bank Of India Ultra Short Duration Fund |
15 | The Bank Of India Ultra Short Duration Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22<sup>nd</sup> funds. The fund has first KPI that is in top quartile. The fund has 12<sup>th</sup> KPIs that are in bottom quartile. The fund has 55% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 6.32% | 4.49% | 0.00% | 0.00% | -5.18 | -0.84 | 0.42 |
|
Lic Mf Ultra Short Term Fund |
16 | The Lic Mf Ultra Short Term Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22<sup>nd</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 20% of the KPIs that are in top quartile. The fund has 14<sup>th</sup> KPIs that are in bottom quartile. The fund has 70% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 5.93% | 4.35% | 0.00% | 0.00% | -6.56 | -0.89 | 0.40 |
|
Tata Ultra Short Term Fund |
17 | The Tata Ultra Short Term Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22<sup>nd</sup> funds. The fund has second KPIs that are in top quartile. The fund has 10% of the KPIs that are in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 35% of the KPIs that are in bottom quartile. | 6.46% | 4.44% | 0.00% | 0.00% | -5.25 | -0.84 | 0.42 |
|
Dsp Ultra Short Fund |
18 | The Dsp Ultra Short Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22<sup>nd</sup> funds. The fund has first KPI that is in top quartile. The fund has tenth KPIs that are in bottom quartile. The fund has 45% of the KPIs that are in bottom quartile. | 6.70% | 4.43% | 0.00% | 0.00% | -5.08 | -0.83 | 0.40 |
|
Motilal Oswal Ultra Short Term Fund (Mofustf) |
19 | The Motilal Oswal Ultra Short Term Fund (Mofustf) is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22<sup>nd</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has 20<sup>th</sup> KPIs that are in bottom quartile. The fund has 91% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 5.75% | 3.84% | 0.00% | 0.00% | -6.80 | -0.90 | 0.40 |
|
Canara Robeco Ultra Short Term Fund |
20 | The Canara Robeco Ultra Short Term Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22<sup>nd</sup> funds. The fund does not have any KPI that are top quartile. The fund has 19<sup>th</sup> KPIs that are in bottom quartile. The fund has 86% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 6.36% | 4.18% | 0.00% | 0.00% | -5.50 | -0.85 | 0.40 |
****NO INVESTMENT ADVICE!!!***
The ranking is based on historical performance of the fund. It does not guarantee superior future performance. All analysis presented is for information purposes only.
| Fund Name | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Savings Fund |
0.01
|
22 |
0.12
|
12 |
0.61
|
2 |
1.67
|
4 |
3.46
|
2 |
7.15
|
2 |
5.17
|
3 |
6.31
|
1 |
| Baroda BNP Paribas Ultra Short Duration Fund |
0.02
|
6 |
0.12
|
4 |
0.60
|
3 |
1.70
|
3 |
3.48
|
1 |
7.24
|
1 |
5.14
|
4 |
5.72
|
5 |
| Bank Of India Ultra Short Duration Fund |
0.02
|
9 |
0.10
|
20 |
0.53
|
19 |
1.46
|
20 |
2.99
|
19 |
6.32
|
18 |
4.49
|
14 |
5.29
|
10 |
| Canara Robeco Ultra Short Term Fund |
0.02
|
5 |
0.12
|
14 |
0.55
|
17 |
1.50
|
18 |
3.08
|
17 |
6.36
|
17 |
4.18
|
19 |
4.81
|
14 |
| DSP Ultra Short Fund |
0.02
|
10 |
0.12
|
10 |
0.56
|
14 |
1.71
|
1 |
3.30
|
10 |
6.70
|
12 |
4.43
|
17 |
4.93
|
13 |
| HDFC Ultra Short Term Fund |
0.02
|
2 |
0.12
|
6 |
0.59
|
7 |
1.63
|
8 |
3.34
|
7 |
6.93
|
7 |
4.88
|
7 |
5.87
|
3 |
| HSBC Ultra Short Duration Fund |
0.02
|
8 |
0.12
|
7 |
0.60
|
4 |
1.65
|
6 |
3.38
|
4 |
6.98
|
5 |
4.88
|
8 |
|
|
| ICICI Prudential Ultra Short Term Fund |
0.01
|
13 |
0.12
|
8 |
0.59
|
8 |
1.62
|
9 |
3.33
|
8 |
6.93
|
8 |
5.06
|
5 |
6.13
|
2 |
| IDBI Ultra Short Term Fund |
|
|
|
|
|
|
|
|
||||||||
| IDFC Ultra Short Term Fund |
0.02
|
4 |
0.13
|
2 |
0.59
|
6 |
1.64
|
7 |
3.35
|
6 |
7.03
|
4 |
4.78
|
10 |
5.71
|
6 |
| Invesco India Ultra Short Term Fund |
0.01
|
17 |
0.12
|
13 |
0.55
|
16 |
1.55
|
15 |
3.19
|
14 |
6.63
|
14 |
4.47
|
15 |
5.34
|
9 |
| ITI Ultra Short Duration Fund |
0.02
|
3 |
0.12
|
9 |
0.58
|
10 |
1.55
|
16 |
3.06
|
18 |
6.21
|
19 |
|
|
||
| Kotak Savings Fund |
0.01
|
19 |
0.11
|
16 |
0.54
|
18 |
1.57
|
13 |
3.25
|
12 |
6.82
|
10 |
4.71
|
12 |
5.67
|
7 |
| LIC Mf Ultra Short Term Fund |
0.02
|
7 |
0.10
|
21 |
0.52
|
20 |
1.43
|
21 |
2.87
|
22 |
5.93
|
21 |
4.35
|
18 |
|
|
| Mahindra Manulife Ultra Short Term Fund |
0.01
|
20 |
0.12
|
5 |
0.58
|
11 |
1.61
|
10 |
3.32
|
9 |
6.85
|
9 |
4.72
|
11 |
|
|
| Mirae Asset Ultra Short Duration Fund |
0.02
|
1 |
0.13
|
1 |
0.62
|
1 |
1.71
|
2 |
3.45
|
3 |
7.10
|
3 |
4.95
|
6 |
|
|
| Motilal Oswal Ultra Short Term Fund (Mofustf) |
0.01
|
16 |
0.10
|
22 |
0.51
|
21 |
1.47
|
19 |
2.91
|
20 |
5.75
|
22 |
3.84
|
20 |
2.77
|
15 |
| Nippon India Ultra Short Duration Fund |
0.01
|
15 |
0.11
|
18 |
0.56
|
15 |
1.58
|
12 |
3.21
|
13 |
6.69
|
13 |
6.28
|
1 |
4.99
|
12 |
| SBI Magnum Ultra Short Duration Fund |
0.01
|
14 |
0.13
|
3 |
0.60
|
5 |
1.66
|
5 |
3.36
|
5 |
6.98
|
6 |
4.81
|
9 |
5.76
|
4 |
| Sundaram Ultra Short Duration Fund |
0.01
|
12 |
0.11
|
19 |
0.51
|
22 |
1.43
|
22 |
2.90
|
21 |
6.08
|
20 |
|
|
||
| Tata Ultra Short Term Fund |
0.01
|
21 |
0.12
|
15 |
0.57
|
12 |
1.56
|
14 |
3.13
|
15 |
6.46
|
16 |
4.44
|
16 |
|
|
| UTI Ultra Short Term Fund |
0.01
|
11 |
0.12
|
11 |
0.58
|
9 |
1.60
|
11 |
3.26
|
11 |
6.74
|
11 |
5.61
|
2 |
5.16
|
11 |
| Axis Ultra Short Term Fund |
0.01
|
18 |
0.11
|
17 |
0.56
|
13 |
1.53
|
17 |
3.11
|
16 |
6.53
|
15 |
4.51
|
13 |
5.38
|
8 |
| Fund Name | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Savings Fund |
0.01
|
22 |
0.12
|
12 |
0.61
|
2 |
1.67
|
4 |
3.46
|
2 |
7.15
|
2 |
5.17
|
3 |
6.31
|
1 |
| Baroda BNP Paribas Ultra Short Duration Fund |
0.02
|
6 |
0.12
|
4 |
0.60
|
3 |
1.70
|
3 |
3.48
|
1 |
7.24
|
1 |
5.14
|
4 |
5.72
|
5 |
| Bank Of India Ultra Short Duration Fund |
0.02
|
9 |
0.10
|
20 |
0.53
|
19 |
1.46
|
20 |
2.99
|
19 |
6.32
|
18 |
4.49
|
14 |
5.29
|
10 |
| Canara Robeco Ultra Short Term Fund |
0.02
|
5 |
0.12
|
14 |
0.55
|
17 |
1.50
|
18 |
3.08
|
17 |
6.36
|
17 |
4.18
|
19 |
4.81
|
14 |
| DSP Ultra Short Fund |
0.02
|
10 |
0.12
|
10 |
0.56
|
14 |
1.71
|
1 |
3.30
|
10 |
6.70
|
12 |
4.43
|
17 |
4.93
|
13 |
| HDFC Ultra Short Term Fund |
0.02
|
2 |
0.12
|
6 |
0.59
|
7 |
1.63
|
8 |
3.34
|
7 |
6.93
|
7 |
4.88
|
7 |
5.87
|
3 |
| HSBC Ultra Short Duration Fund |
0.02
|
8 |
0.12
|
7 |
0.60
|
4 |
1.65
|
6 |
3.38
|
4 |
6.98
|
5 |
4.88
|
8 |
|
|
| ICICI Prudential Ultra Short Term Fund |
0.01
|
13 |
0.12
|
8 |
0.59
|
8 |
1.62
|
9 |
3.33
|
8 |
6.93
|
8 |
5.06
|
5 |
6.13
|
2 |
| IDBI Ultra Short Term Fund |
|
|
|
|
|
|
|
|
||||||||
| IDFC Ultra Short Term Fund |
0.02
|
4 |
0.13
|
2 |
0.59
|
6 |
1.64
|
7 |
3.35
|
6 |
7.03
|
4 |
4.78
|
10 |
5.71
|
6 |
| Invesco India Ultra Short Term Fund |
0.01
|
17 |
0.12
|
13 |
0.55
|
16 |
1.55
|
15 |
3.19
|
14 |
6.63
|
14 |
4.47
|
15 |
5.34
|
9 |
| ITI Ultra Short Duration Fund |
0.02
|
3 |
0.12
|
9 |
0.58
|
10 |
1.55
|
16 |
3.06
|
18 |
6.21
|
19 |
|
|
||
| Kotak Savings Fund |
0.01
|
19 |
0.11
|
16 |
0.54
|
18 |
1.57
|
13 |
3.25
|
12 |
6.82
|
10 |
4.71
|
12 |
5.67
|
7 |
| LIC Mf Ultra Short Term Fund |
0.02
|
7 |
0.10
|
21 |
0.52
|
20 |
1.43
|
21 |
2.87
|
22 |
5.93
|
21 |
4.35
|
18 |
|
|
| Mahindra Manulife Ultra Short Term Fund |
0.01
|
20 |
0.12
|
5 |
0.58
|
11 |
1.61
|
10 |
3.32
|
9 |
6.85
|
9 |
4.72
|
11 |
|
|
| Mirae Asset Ultra Short Duration Fund |
0.02
|
1 |
0.13
|
1 |
0.62
|
1 |
1.71
|
2 |
3.45
|
3 |
7.10
|
3 |
4.95
|
6 |
|
|
| Motilal Oswal Ultra Short Term Fund (Mofustf) |
0.01
|
16 |
0.10
|
22 |
0.51
|
21 |
1.47
|
19 |
2.91
|
20 |
5.75
|
22 |
3.84
|
20 |
2.77
|
15 |
| Nippon India Ultra Short Duration Fund |
0.01
|
15 |
0.11
|
18 |
0.56
|
15 |
1.58
|
12 |
3.21
|
13 |
6.69
|
13 |
6.28
|
1 |
4.99
|
12 |
| SBI Magnum Ultra Short Duration Fund |
0.01
|
14 |
0.13
|
3 |
0.60
|
5 |
1.66
|
5 |
3.36
|
5 |
6.98
|
6 |
4.81
|
9 |
5.76
|
4 |
| Sundaram Ultra Short Duration Fund |
0.01
|
12 |
0.11
|
19 |
0.51
|
22 |
1.43
|
22 |
2.90
|
21 |
6.08
|
20 |
|
|
||
| Tata Ultra Short Term Fund |
0.01
|
21 |
0.12
|
15 |
0.57
|
12 |
1.56
|
14 |
3.13
|
15 |
6.46
|
16 |
4.44
|
16 |
|
|
| UTI Ultra Short Term Fund |
0.01
|
11 |
0.12
|
11 |
0.58
|
9 |
1.60
|
11 |
3.26
|
11 |
6.74
|
11 |
5.61
|
2 |
5.16
|
11 |
| Axis Ultra Short Term Fund |
0.01
|
18 |
0.11
|
17 |
0.56
|
13 |
1.53
|
17 |
3.11
|
16 |
6.53
|
15 |
4.51
|
13 |
5.38
|
8 |
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Savings Fund |
0.57
|
2 |
1.67
|
2 |
3.47
|
2 |
4.50
|
4 |
5.66
|
1 |
| Axis Ultra Short Term Fund |
0.51
|
16 |
1.50
|
15 |
3.11
|
15 |
3.88
|
15 |
4.58
|
10 |
| Boi Axa Ultra Short Duration Fund |
0.51
|
17 |
1.48
|
17 |
3.09
|
17 |
4.10
|
13 |
4.47
|
12 |
| Canara Robeco Ultra Short Term Fund |
0.51
|
18 |
1.47
|
18 |
3.07
|
18 |
3.64
|
19 |
3.95
|
15 |
| Dsp Ultra Short Fund |
0.52
|
14 |
1.51
|
14 |
3.26
|
11 |
3.80
|
18 |
4.24
|
14 |
| Hdfc Ultra Short Term Fund |
0.55
|
7 |
1.60
|
7 |
3.35
|
7 |
4.22
|
8 |
5.13
|
5 |
| Hsbc Ultra Short Duration Fund |
0.56
|
4 |
1.62
|
4 |
3.37
|
6 |
4.26
|
7 |
|
|
| Icici Prudential Ultra Short Term Fund |
0.55
|
8 |
1.59
|
9 |
3.35
|
8 |
4.31
|
6 |
5.54
|
2 |
| Idfc Ultra Short Term Fund |
0.56
|
5 |
1.61
|
5 |
3.38
|
4 |
4.12
|
11 |
4.81
|
8 |
| Invesco India Ultra Short Term Fund |
0.53
|
13 |
1.54
|
13 |
3.20
|
14 |
3.82
|
17 |
4.45
|
13 |
| Kotak Savings Fund |
0.54
|
10 |
1.57
|
10 |
3.27
|
10 |
4.18
|
9 |
4.86
|
7 |
| Mahindra Ultra Short Term Yojana |
0.55
|
9 |
1.60
|
8 |
3.33
|
9 |
4.11
|
12 |
|
|
| Motilal Oswal Ultra Short Term Fund (Mofustf) |
0.47
|
22 |
1.38
|
22 |
2.78
|
22 |
3.36
|
20 |
3.63
|
16 |
| Nippon India Ultra Short Duration Fund |
0.54
|
12 |
1.55
|
12 |
3.24
|
13 |
6.22
|
1 |
4.47
|
11 |
| Sbi Magnum Ultra Short Duration Fund |
0.56
|
6 |
1.61
|
6 |
3.37
|
5 |
4.16
|
10 |
4.95
|
6 |
| Tata Ultra Short Term Fund |
0.51
|
15 |
1.49
|
16 |
3.11
|
16 |
3.86
|
16 |
|
|
| Uti Ultra Short Term Fund |
0.54
|
11 |
1.57
|
11 |
3.25
|
12 |
6.10
|
2 |
5.18
|
4 |
| Lic Mf Ultra Short Term Fund |
0.48
|
20 |
1.41
|
20 |
2.91
|
20 |
3.97
|
14 |
|
|
| Mirae Asset Ultra Short Duration Fund |
0.57
|
3 |
1.64
|
3 |
3.44
|
3 |
4.40
|
5 |
|
|
| Iti Ultra Short Duration Fund |
0.50
|
19 |
1.44
|
19 |
3.02
|
19 |
|
|
||
| Baroda Bnp Paribas Ultra Short Duration Fund |
0.58
|
1 |
1.68
|
1 |
3.49
|
1 |
4.64
|
3 |
4.75
|
9 |
| Sundaram Ultra Short Term Fund |
0.48
|
21 |
1.39
|
21 |
2.91
|
21 |
|
|
||
| Idbi Ultra Short Term Fund |
|
|
|
|
5.19
|
3 | ||||
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Savings Fund |
0.59
|
4 |
1.72
|
3 |
3.58
|
5 |
4.67
|
7 |
5.81
|
2 |
| Axis Ultra Short Term Fund |
0.59
|
3 |
1.72
|
4 |
3.57
|
6 |
4.80
|
4 |
5.52
|
5 |
| Boi Axa Ultra Short Duration Fund |
0.54
|
20 |
1.57
|
20 |
3.27
|
20 |
4.29
|
17 |
4.69
|
14 |
| Canara Robeco Ultra Short Term Fund |
0.55
|
19 |
1.61
|
19 |
3.35
|
19 |
4.21
|
18 |
4.54
|
15 |
| Dsp Ultra Short Fund |
0.58
|
8 |
1.69
|
12 |
3.63
|
2 |
4.54
|
11 |
4.99
|
11 |
| Hdfc Ultra Short Term Fund |
0.58
|
12 |
1.68
|
13 |
3.53
|
11 |
4.53
|
13 |
5.45
|
6 |
| Hsbc Ultra Short Duration Fund |
0.58
|
14 |
1.68
|
14 |
3.50
|
14 |
4.53
|
12 |
|
|
| Icici Prudential Ultra Short Term Fund |
0.59
|
5 |
1.71
|
6 |
3.58
|
4 |
4.83
|
3 |
6.14
|
1 |
| Idfc Ultra Short Term Fund |
0.57
|
17 |
1.66
|
17 |
3.47
|
17 |
4.31
|
16 |
4.98
|
12 |
| Invesco India Ultra Short Term Fund |
0.58
|
13 |
1.70
|
8 |
3.54
|
10 |
4.50
|
14 |
5.11
|
10 |
| Kotak Savings Fund |
0.58
|
15 |
1.68
|
15 |
3.50
|
15 |
4.63
|
8 |
5.32
|
7 |
| Mahindra Ultra Short Term Yojana |
0.58
|
9 |
1.70
|
7 |
3.55
|
9 |
4.55
|
10 |
|
|
| Motilal Oswal Ultra Short Term Fund (Mofustf) |
0.51
|
21 |
1.53
|
21 |
3.03
|
22 |
3.87
|
20 |
3.99
|
16 |
| Nippon India Ultra Short Duration Fund |
0.60
|
1 |
1.75
|
1 |
3.64
|
1 |
7.09
|
1 |
5.31
|
8 |
| Sbi Magnum Ultra Short Duration Fund |
0.57
|
16 |
1.66
|
16 |
3.48
|
16 |
4.34
|
15 |
5.13
|
9 |
| Tata Ultra Short Term Fund |
0.59
|
6 |
1.71
|
5 |
3.56
|
7 |
4.68
|
6 |
|
|
| Uti Ultra Short Term Fund |
0.58
|
11 |
1.70
|
9 |
3.52
|
13 |
6.69
|
2 |
5.76
|
3 |
| Lic Mf Ultra Short Term Fund |
0.51
|
22 |
1.48
|
22 |
3.05
|
21 |
4.19
|
19 |
|
|
| Mirae Asset Ultra Short Duration Fund |
0.58
|
10 |
1.69
|
11 |
3.55
|
8 |
4.60
|
9 |
|
|
| Iti Ultra Short Duration Fund |
0.57
|
18 |
1.65
|
18 |
3.45
|
18 |
|
|
||
| Baroda Bnp Paribas Ultra Short Duration Fund |
0.59
|
2 |
1.74
|
2 |
3.60
|
3 |
4.80
|
5 |
4.94
|
13 |
| Sundaram Ultra Short Term Fund |
0.58
|
7 |
1.70
|
10 |
3.52
|
12 |
|
|
||
| Idbi Ultra Short Term Fund |
|
|
|
|
5.61
|
4 | ||||
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Savings Fund |
0.00
|
20 |
0.00
|
18 |
0.00
|
18 |
0.52
|
14 |
0.38
|
17 |
| Baroda Bnp Paribas Ultra Short Duration Fund |
0.00
|
20 |
0.00
|
18 |
0.00
|
18 |
0.55
|
18 |
0.38
|
18 |
| Bank Of India Ultra Short Duration Fund |
0.00
|
20 |
0.00
|
18 |
0.00
|
18 |
0.48
|
4 |
0.33
|
8 |
| Canara Robeco Ultra Short Term Fund |
0.00
|
20 |
0.00
|
18 |
0.00
|
18 |
0.51
|
10 |
0.33
|
7 |
| Dsp Ultra Short Fund |
0.00
|
20 |
0.00
|
18 |
0.00
|
18 |
0.51
|
11 |
0.34
|
10 |
| Hdfc Ultra Short Term Fund |
0.00
|
20 |
0.00
|
18 |
0.00
|
18 |
0.51
|
8 |
0.34
|
11 |
| Hsbc Ultra Short Duration Fund |
0.00
|
20 |
0.00
|
18 |
0.00
|
18 |
0.52
|
12 |
0.35
|
12 |
| Icici Prudential Ultra Short Term Fund |
0.00
|
20 |
0.00
|
18 |
0.00
|
18 |
0.46
|
2 |
0.30
|
2 |
| Idbi Ultra Short Term Fund |
|
|
|
|
|
|||||
| Idfc Ultra Short Term Fund |
0.00
|
20 |
0.00
|
18 |
0.00
|
18 |
0.54
|
17 |
0.36
|
15 |
| Invesco India Ultra Short Term Fund |
0.00
|
20 |
-0.00
|
19 |
-0.00
|
19 |
0.52
|
15 |
0.35
|
13 |
| Kotak Savings Fund |
0.00
|
20 |
0.00
|
18 |
0.00
|
18 |
0.51
|
9 |
0.34
|
9 |
| Lic Mf Ultra Short Term Fund |
0.00
|
20 |
0.00
|
18 |
0.00
|
18 |
0.40
|
1 |
0.26
|
1 |
| Mahindra Manulife Ultra Short Term Fund |
0.00
|
20 |
0.00
|
18 |
0.00
|
18 |
0.52
|
13 |
0.35
|
14 |
| Mirae Asset Ultra Short Duration Fund |
0.00
|
20 |
0.00
|
18 |
0.00
|
18 |
0.50
|
7 |
0.32
|
4 |
| Motilal Oswal Ultra Short Term Fund (Mofustf) |
0.00
|
20 |
0.00
|
18 |
0.00
|
18 |
0.46
|
3 |
0.30
|
3 |
| Nippon India Ultra Short Duration Fund |
0.00
|
20 |
0.00
|
18 |
0.00
|
18 |
1.54
|
20 |
0.53
|
20 |
| Sbi Magnum Ultra Short Duration Fund |
0.00
|
20 |
-0.01
|
20 |
-0.01
|
20 |
0.53
|
16 |
0.36
|
16 |
| Sundaram Ultra Short Duration Fund |
|
|
|
|
|
|||||
| Tata Ultra Short Term Fund |
0.00
|
20 |
0.00
|
18 |
0.00
|
18 |
0.48
|
5 |
0.32
|
5 |
| Uti Ultra Short Term Fund |
0.00
|
20 |
0.00
|
18 |
0.00
|
18 |
1.51
|
19 |
0.48
|
19 |
| Axis Ultra Short Term Fund |
0.00
|
20 |
0.00
|
18 |
0.00
|
18 |
0.49
|
6 |
0.32
|
6 |
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | Value | Rank | % | Rank | % | Rank | % | Rank | % | Rank | ||
| Aditya Birla Sun Life Savings Fund |
-3.39
|
3 |
-0.71
|
3 |
0.51
|
3 |
0.41
|
3.07
|
3 | 0.32 | 12 |
0.53
|
12 |
-0.06
|
12 |
0.16
|
13 |
0.2160
|
2 |
| Baroda Bnp Paribas Ultra Short Duration Fund |
-3.46
|
4 |
-0.72
|
4 |
0.50
|
5 |
0.44
|
|
|
|
|
|
|||||||
| Bank Of India Ultra Short Duration Fund |
-5.18
|
16 |
-0.84
|
16 |
0.44
|
14 |
0.42
|
-0.42
|
5 | 0.97 | 9 |
0.77
|
11 |
-0.03
|
8 |
0.38
|
6 |
-0.6115
|
5 |
| Canara Robeco Ultra Short Term Fund |
-5.50
|
18 |
-0.85
|
18 |
0.40
|
19 |
0.40
|
-1.79
|
14 | 1.08 | 3 |
0.99
|
1 |
-0.03
|
9 |
0.34
|
10 |
-1.3147
|
12 |
| Dsp Ultra Short Fund |
-5.08
|
15 |
-0.83
|
15 |
0.42
|
18 |
0.40
|
-1.00
|
8 | 1.07 | 4 |
0.81
|
10 |
-0.02
|
6 |
0.38
|
5 |
-0.6919
|
6 |
| Hdfc Ultra Short Term Fund |
-4.10
|
6 |
-0.78
|
6 |
0.48
|
6 |
0.42
|
-0.86
|
6 | 1.05 | 6 |
0.97
|
6 |
-0.02
|
1 |
0.40
|
2 |
-0.5951
|
4 |
| Hsbc Ultra Short Duration Fund |
-4.12
|
9 |
-0.78
|
7 |
0.47
|
8 |
0.41
|
-0.98
|
7 | 1.06 | 5 |
0.97
|
7 |
-0.02
|
2 |
0.40
|
3 |
-0.5854
|
3 |
| Icici Prudential Ultra Short Term Fund |
-4.10
|
5 |
-0.78
|
8 |
0.50
|
4 |
0.41
|
|
|
|
|
|
|||||||
| Idbi Ultra Short Term Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Idfc Ultra Short Term Fund |
-4.12
|
7 |
-0.78
|
9 |
0.46
|
10 |
0.43
|
|
|
|
|
|
|||||||
| Invesco India Ultra Short Term Fund |
-4.82
|
13 |
-0.82
|
13 |
0.43
|
15 |
0.41
|
-1.52
|
12 | 1.09 | 1 |
0.98
|
4 |
-0.02
|
4 |
0.37
|
7 |
-1.0459
|
10 |
| Kotak Savings Fund |
-4.42
|
12 |
-0.80
|
12 |
0.46
|
11 |
0.41
|
|
|
|
|
|
|||||||
| Lic Mf Ultra Short Term Fund |
-6.56
|
19 |
-0.89
|
19 |
0.42
|
17 |
0.40
|
-0.30
|
4 | 0.82 | 11 |
0.93
|
8 |
-0.03
|
10 |
0.30
|
11 |
-1.1499
|
11 |
| Mahindra Manulife Ultra Short Term Fund |
-4.36
|
11 |
-0.79
|
11 |
0.46
|
12 |
0.42
|
-1.24
|
11 | 1.09 | 2 |
0.98
|
5 |
-0.02
|
3 |
0.39
|
4 |
-0.7432
|
7 |
| Mirae Asset Ultra Short Duration Fund |
-4.23
|
10 |
-0.79
|
10 |
0.48
|
7 |
0.38
|
4.19
|
2 | 0.00 | 14 |
0.00
|
14 |
-468.72
|
14 |
-4.57
|
14 |
-17.6225
|
14 |
| Motilal Oswal Ultra Short Term Fund (Mofustf) |
-6.80
|
20 |
-0.90
|
20 |
0.37
|
20 |
0.40
|
-1.56
|
13 | 0.97 | 10 |
0.92
|
9 |
-0.03
|
11 |
0.29
|
12 |
-1.6613
|
13 |
| Nippon India Ultra Short Duration Fund |
-0.41
|
1 |
-0.27
|
1 |
0.63
|
1 |
0.50
|
|
|
|
|
|
|||||||
| Sbi Magnum Ultra Short Duration Fund |
-4.12
|
8 |
-0.78
|
5 |
0.47
|
9 |
0.43
|
|
|
|
|
|
|||||||
| Sundaram Ultra Short Duration Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Tata Ultra Short Term Fund |
-5.25
|
17 |
-0.84
|
17 |
0.43
|
16 |
0.42
|
-1.13
|
9 | 1.01 | 8 |
0.98
|
2 |
-0.03
|
7 |
0.35
|
9 |
-1.0309
|
9 |
| Uti Ultra Short Term Fund |
-0.93
|
2 |
-0.52
|
2 |
0.55
|
2 |
0.52
|
4.83
|
1 | 0.03 | 13 |
0.00
|
14 |
-0.55
|
13 |
0.53
|
1 |
0.4660
|
1 |
| Axis Ultra Short Term Fund |
-5.02
|
14 |
-0.83
|
14 |
0.44
|
13 |
0.43
|
-1.13
|
10 | 1.03 | 7 |
0.98
|
3 |
-0.02
|
5 |
0.36
|
8 |
-0.9938
|
8 |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
More Mutual Fund Analysis ArticleSmall cap mutual funds, as defined by SEBI and AMFI, primarily invest in companies ranked 251st onwards in terms of market capitalization. They offer high growth potential as they invest in smaller, growing companies that could yield high returns. Moreover, they can uncover undervalued stocks that are often under-researched. Small-cap funds also bounce back quickly from economic downturns due to their adaptability. However, they have drawbacks like high volatility, and liquidity risk, and require a longer investment horizon. Although they carry significant risk, with informed decision-making, a clear understanding of the risk-reward paradigm, and guidance from skilled fund managers, they can contribute significantly to wealth creation.
Large-cap mutual funds invest in large, established companies, offering investors the potential for consistent returns and lower risk due to their stability and diversification across sectors. These funds, managed by professional fund managers, also offer high liquidity and the potential for regular dividend payouts. However, drawbacks include limited growth potential, as these mature companies operate at or near their peak in saturated markets. Also, they aren't immune to economic downturns and offer less control to investors over their investments. The suitability of these funds depends on an individual's financial goals, risk tolerance, and investment horizon.
म्यूचुअल फंड में निवेश लंबी अवधि में धन बनाने के सबसे लोकप्रिय तरीकों में से एक है। हालांकि, किसी भी निवेश की तरह, म्यूचुअल फंड निवेश मे भी जोखिम हैं। निवेश निर्णय लेने के लिए इन जोखिमों को समझना और उनका आकलन करना आवश्यक है। इस लेख का उद्देश्य म्यूचुअल फंड मे प्रयोग किए जाने वाले कुछ प्रमुख जोखिम मूल्यांकन के तरीकों पे पर प्रकाश डालना है। ये प्रमुख जोखिम मूल्यांकन के तरीके निम्नलिखित है:
इनका डाटा अधिकांश फंड के लिए इस वेबसाईट पे उपलब्ध है.