Ultra Short Duration Fund


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: अल्ट्रा शार्ट ड्यूरेशन फंड

Top Performing Ultra Short Duration Fund

Ranking Date: 31 March 2023

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

Hdfc Ultra Short Term Fund

1 The Hdfc Ultra Short Term Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22 funds. The fund has five KPIs that are in top quartile. The fund has 25% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 15% of the KPIs that are in bottom quartile. 6.20% 4.72% 0.00% 0.00% -3.50 -0.77 0.48

Aditya Birla Sun Life Savings Fund

2 The Aditya Birla Sun Life Savings Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22 funds. The fund has 17 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 five KPIs that are in bottom quartile. The fund has 23% of the KPIs that are in bottom quartile. 6.39% 5.17% 0.00% 0.00% -2.36 -0.66 0.48

Hsbc Ultra Short Duration Fund

3 The Hsbc Ultra Short Duration Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22 funds. The fund has eight KPIs that are in top quartile. The fund has 40% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 10% of the KPIs that are in bottom quartile. 6.32% 4.50% 0.00% 0.00% -4.66 -0.83 0.47

Kotak Savings Fund

4 The Kotak Savings Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22 funds. The fund does not have any KPI that are top quartile. The fund has two KPIs that are in bottom quartile. The fund has 11% of the KPIs that are in bottom quartile. 6.11% 4.48% 0.00% 0.00% -4.35 -0.81 0.46

Baroda Bnp Paribas Ultra Short Duration Fund

5 The Baroda Bnp Paribas Ultra Short Duration Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22 funds. The fund has seven KPIs that are in top quartile. The fund has 41% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 12% of the KPIs that are in bottom quartile. 6.70% 4.65% 0.00% 0.00% -4.55 -0.81 0.45

Mahindra Manulife Ultra Short Term Fund

6 The Mahindra Manulife Ultra Short Term Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22 funds. The fund has three KPIs that are in top quartile. The fund has 15% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 15% of the KPIs that are in bottom quartile. 6.13% 4.43% 0.00% 0.00% -4.59 -0.82 0.46

Sbi Magnum Ultra Short Duration Fund

7 The Sbi Magnum Ultra Short Duration Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22 funds. The fund has six KPIs that are in top quartile. The fund has 33% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 6.23% 4.51% -0.01% 0.00% -4.22 -0.80 0.48

Idfc Ultra Short Term Fund

8 The Idfc Ultra Short Term Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22 funds. The fund has five KPIs that are in top quartile. The fund has 31% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 12% of the KPIs that are in bottom quartile. 6.26% 4.37% 0.00% 0.00% -4.38 -0.82 0.48

Icici Prudential Ultra Short Term Fund

9 The Icici Prudential Ultra Short Term Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22 funds. The fund has eight KPIs that are in top quartile. The fund has 44% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. 6.21% 5.10% -0.10% 0.00% -2.96 -0.71 0.49

Uti Ultra Short Term Fund

10 The Uti Ultra Short Term Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22 funds. The fund has eight KPIs that are in top quartile. The fund has 36% of the KPIs that are in top quartile. The fund has five KPIs that are in bottom quartile. The fund has 23% of the KPIs that are in bottom quartile. 5.96% 5.35% 0.00% 0.00% -1.15 -0.59 0.52

Bank Of India Ultra Short Duration Fund

11 The Bank Of India Ultra Short Duration Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has eight KPIs that are in bottom quartile. The fund has 36% of the KPIs that are in bottom quartile. 5.90% 4.18% 0.00% 0.00% -5.60 -0.86 0.47

Lic Mf Ultra Short Term Fund

12 The Lic Mf Ultra Short Term Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22 funds. The fund has four KPIs that are in top quartile. The fund has 20% of the KPIs that are in top quartile. The fund has 14 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. 5.60% 4.08% 0.00% 0.00% -7.75 -0.92 0.42

Nippon India Ultra Short Duration Fund

13 The Nippon India Ultra Short Duration Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22 funds. The fund has five KPIs that are in top quartile. The fund has 28% of the KPIs that are in top quartile. The fund has six KPIs that are in bottom quartile. The fund has 33% of the KPIs that are in bottom quartile. 6.07% 6.02% -0.76% 0.00% -0.68 -0.31 0.54

Invesco India Ultra Short Term Fund

14 The Invesco India Ultra Short Term Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22 funds. The fund does not have any KPI that are top quartile. The fund has eight KPIs that are in bottom quartile. The fund has 36% of the KPIs that are in bottom quartile. 5.86% 4.08% -0.00% 0.00% -5.14 -0.85 0.48

Idbi Ultra Short Term Fund

15 The Idbi Ultra Short Term Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22 funds. The fund has eight KPIs that are in top quartile. The fund has 36% of the KPIs that are in top quartile. The fund has six KPIs that are in bottom quartile. The fund has 27% of the KPIs that are in bottom quartile. 6.12% 4.79% -0.41% 0.00% -3.41 -0.73 0.51

Dsp Ultra Short Fund

16 The Dsp Ultra Short Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22 funds. The fund has one KPI that is in top quartile. The fund has 13 KPIs that are in bottom quartile. The fund has 59% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 5.76% 3.94% 0.00% 0.00% -5.99 -0.88 0.44

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 funds. The fund has three KPIs that are in top quartile. The fund has 15% of the KPIs that are in top quartile. The fund has 14 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. 5.73% 4.08% 0.00% 0.00% -6.16 -0.88 0.45

Motilal Oswal Ultra Short Term Fund (Mofustf)

18 The Motilal Oswal Ultra Short Term Fund (Mofustf) is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has 19 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. 5.03% 3.42% 0.00% 0.00% -9.13 -0.94 0.44

Canara Robeco Ultra Short Term Fund

19 The Canara Robeco Ultra Short Term Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has 18 KPIs that are in bottom quartile. The fund has 82% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 5.61% 3.76% 0.00% 0.00% -6.40 -0.89 0.44

Axis Ultra Short Term Fund

20 The Axis Ultra Short Term Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22 funds. The fund does not have any KPI that are top quartile. The fund has four KPIs that are in bottom quartile. The fund has 20% of the KPIs that are in bottom quartile. 5.84% 4.29% 0.00% 0.00% -5.14 -0.85 0.46

****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.


Returns (Regular Plan)

As On: 31 May 2023
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
19
0.12
4
0.67
1
2.03
4
3.60
2
6.39
2
5.17
3
6.45
1
Axis Ultra Short Term Fund
0.01
14
0.11
17
0.60
15
1.91
14
3.35
14
5.84
16
4.29
13
Bank Of India Ultra Short Duration Fund
0.01
20
0.10
22
0.56
20
1.79
20
3.27
17
5.90
14
4.18
14
5.47
6
Canara Robeco Ultra Short Term Fund
0.02
3
0.11
15
0.59
18
1.83
18
3.22
19
5.61
19
3.76
19
4.81
11
DSP Ultra Short Fund
0.02
8
0.10
20
0.60
16
1.88
16
3.33
16
5.76
17
3.94
18
4.86
10
HDFC Ultra Short Term Fund
0.02
12
0.11
12
0.63
8
2.01
5
3.51
8
6.20
8
4.72
6
HSBC Ultra Short Duration Fund
0.02
9
0.12
6
0.63
7
2.00
6
3.53
6
6.32
3
4.50
9
ICICI Prudential Ultra Short Term Fund
0.02
4
0.12
5
0.64
4
2.00
7
3.53
7
6.21
7
5.10
4
6.25
2
IDBI Ultra Short Term Fund
0.02
6
0.12
1
0.61
13
1.90
15
3.35
15
6.12
10
4.79
5
5.54
5
IDFC Ultra Short Term Fund
0.02
5
0.12
2
0.64
6
2.05
2
3.60
3
6.26
5
4.37
12
Invesco India Ultra Short Term Fund
0.01
17
0.11
11
0.60
14
1.93
13
3.38
13
5.86
15
4.08
17
5.45
7
Kotak Savings Fund
0.02
13
0.10
21
0.61
12
1.98
9
3.49
9
6.11
11
4.48
10
5.79
4
Mahindra Manulife Ultra Short Term Fund
0.01
22
0.10
19
0.62
11
1.96
10
3.45
10
6.13
9
4.43
11
Motilal Oswal Ultra Short Term Fund (Mofustf)
0.01
16
0.11
18
0.53
22
1.65
21
2.79
22
5.03
22
3.42
20
1.57
12
Nippon India Ultra Short Duration Fund
0.02
10
0.11
8
0.62
9
1.94
11
3.41
11
6.07
12
6.02
1
5.14
9
SBI Magnum Ultra Short Duration Fund
0.02
7
0.11
9
0.64
5
2.00
8
3.54
5
6.23
6
4.51
8
5.92
3
Tata Ultra Short Term Fund
0.01
15
0.11
16
0.60
17
1.88
17
3.27
18
5.73
18
4.08
15
UTI Ultra Short Term Fund
0.02
11
0.11
13
0.62
10
1.93
12
3.40
12
5.96
13
5.35
2
5.24
8
LIC Mf Ultra Short Term Fund
0.01
18
0.11
14
0.53
21
1.64
22
3.01
21
5.60
20
4.08
16
Mirae Asset Ultra Short Duration Fund
0.02
1
0.11
7
0.66
2
2.03
3
3.57
4
6.28
4
ITI Ultra Short Duration Fund
0.01
21
0.11
10
0.56
19
1.80
19
3.09
20
5.46
21
Baroda BNP Paribas Ultra Short Duration Fund
0.02
2
0.12
3
0.65
3
2.07
1
3.68
1
6.70
1
4.65
7

Returns (Direct Plan)

As On: 31 May 2023
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
19
0.12
4
0.67
1
2.03
4
3.60
2
6.39
2
5.17
3
6.45
1
Axis Ultra Short Term Fund
0.01
14
0.11
17
0.60
15
1.91
14
3.35
14
5.84
16
4.29
13
Bank Of India Ultra Short Duration Fund
0.01
20
0.10
22
0.56
20
1.79
20
3.27
17
5.90
14
4.18
14
5.47
6
Canara Robeco Ultra Short Term Fund
0.02
3
0.11
15
0.59
18
1.83
18
3.22
19
5.61
19
3.76
19
4.81
11
DSP Ultra Short Fund
0.02
8
0.10
20
0.60
16
1.88
16
3.33
16
5.76
17
3.94
18
4.86
10
HDFC Ultra Short Term Fund
0.02
12
0.11
12
0.63
8
2.01
5
3.51
8
6.20
8
4.72
6
HSBC Ultra Short Duration Fund
0.02
9
0.12
6
0.63
7
2.00
6
3.53
6
6.32
3
4.50
9
ICICI Prudential Ultra Short Term Fund
0.02
4
0.12
5
0.64
4
2.00
7
3.53
7
6.21
7
5.10
4
6.25
2
IDBI Ultra Short Term Fund
0.02
6
0.12
1
0.61
13
1.90
15
3.35
15
6.12
10
4.79
5
5.54
5
IDFC Ultra Short Term Fund
0.02
5
0.12
2
0.64
6
2.05
2
3.60
3
6.26
5
4.37
12
Invesco India Ultra Short Term Fund
0.01
17
0.11
11
0.60
14
1.93
13
3.38
13
5.86
15
4.08
17
5.45
7
Kotak Savings Fund
0.02
13
0.10
21
0.61
12
1.98
9
3.49
9
6.11
11
4.48
10
5.79
4
Mahindra Manulife Ultra Short Term Fund
0.01
22
0.10
19
0.62
11
1.96
10
3.45
10
6.13
9
4.43
11
Motilal Oswal Ultra Short Term Fund (Mofustf)
0.01
16
0.11
18
0.53
22
1.65
21
2.79
22
5.03
22
3.42
20
1.57
12
Nippon India Ultra Short Duration Fund
0.02
10
0.11
8
0.62
9
1.94
11
3.41
11
6.07
12
6.02
1
5.14
9
SBI Magnum Ultra Short Duration Fund
0.02
7
0.11
9
0.64
5
2.00
8
3.54
5
6.23
6
4.51
8
5.92
3
Tata Ultra Short Term Fund
0.01
15
0.11
16
0.60
17
1.88
17
3.27
18
5.73
18
4.08
15
UTI Ultra Short Term Fund
0.02
11
0.11
13
0.62
10
1.93
12
3.40
12
5.96
13
5.35
2
5.24
8
LIC Mf Ultra Short Term Fund
0.01
18
0.11
14
0.53
21
1.64
22
3.01
21
5.60
20
4.08
16
Mirae Asset Ultra Short Duration Fund
0.02
1
0.11
7
0.66
2
2.03
3
3.57
4
6.28
4
ITI Ultra Short Duration Fund
0.01
21
0.11
10
0.56
19
1.80
19
3.09
20
5.46
21
Baroda BNP Paribas Ultra Short Duration Fund
0.02
2
0.12
3
0.65
3
2.07
1
3.68
1
6.70
1
4.65
7
Click on + to See Details
As On: 31 May 2023
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

0.52
2
1.37
3
2.68
2
4.24
3
6.18
1

Axis Ultra Short Term Fund

0.47
17
1.21
18
2.39
16
3.45
13

Boi Axa Ultra Short Duration Fund

0.48
14
1.28
12
2.52
12
3.35
14
4.94
9

Canara Robeco Ultra Short Term Fund

0.46
19
1.19
19
2.31
20
2.82
19
4.34
12

Dsp Ultra Short Fund

0.47
16
1.18
20
2.33
19
3.10
18
4.67
10

Hdfc Ultra Short Term Fund

0.49
8
1.32
5
2.58
7
3.81
7

Hsbc Ultra Short Duration Fund

0.50
6
1.36
4
2.67
3
3.64
9

Icici Prudential Ultra Short Term Fund

0.50
7
1.31
9
2.58
9
4.12
4
6.04
2

Idbi Ultra Short Term Fund

0.49
10
1.40
2
2.67
4
4.07
5
5.45
4

Idfc Ultra Short Term Fund

0.50
5
1.30
11
2.56
10
3.48
12

Invesco India Ultra Short Term Fund

0.47
15
1.22
16
2.38
17
3.22
17
4.95
8

Kotak Savings Fund

0.48
12
1.27
13
2.51
13
3.56
10
5.32
5

Mahindra Ultra Short Term Yojana

0.49
9
1.32
6
2.58
6
3.55
11

Motilal Oswal Ultra Short Term Fund (Mofustf)

0.39
22
1.12
22
2.16
22
2.76
20
3.45
13

Nippon India Ultra Short Duration Fund

0.49
11
1.31
10
2.55
11
6.10
1
4.57
11

Sbi Magnum Ultra Short Duration Fund

0.51
3
1.32
8
2.58
8
3.65
8
5.46
3

Tata Ultra Short Term Fund

0.46
20
1.22
17
2.37
18
3.30
16

Uti Ultra Short Term Fund

0.48
13
1.24
15
2.45
15
5.84
2
5.00
7

Lic Mf Ultra Short Term Fund

0.46
18
1.27
14
2.50
14
3.33
15

Mirae Asset Ultra Short Duration Fund

0.51
4
1.32
7
2.60
5

Iti Ultra Short Duration Fund

0.43
21
1.18
21
2.28
21

Baroda Bnp Paribas Ultra Short Duration Fund

0.54
1
1.50
1
2.90
1
3.86
6
5.25
6
As On: 31 May 2023
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

Lic Mf Ultra Short Term Fund

0.48
21
1.32
21
2.60
20
3.53
18

Aditya Birla Sun Life Savings Fund

0.53
5
1.41
9
2.77
9
4.41
4
6.33
2

Axis Ultra Short Term Fund

0.54
3
1.43
4
2.84
3
4.37
6

Boi Axa Ultra Short Duration Fund

0.51
17
1.35
18
2.65
18
3.57
17
5.18
11

Canara Robeco Ultra Short Term Fund

0.50
19
1.33
20
2.59
21
3.38
19
4.93
12

Dsp Ultra Short Fund

0.53
6
1.37
17
2.70
16
3.83
15
5.43
9

Hdfc Ultra Short Term Fund

0.52
11
1.40
11
2.73
10
4.12
7

Hsbc Ultra Short Duration Fund

0.52
10
1.43
7
2.80
5
3.92
12

Icici Prudential Ultra Short Term Fund

0.54
4
1.43
5
2.82
4
4.70
3
6.65
1

Idbi Ultra Short Term Fund

0.50
20
1.45
3
2.77
8
4.39
5
5.88
3

Idfc Ultra Short Term Fund

0.52
16
1.35
19
2.65
19
3.65
16

Invesco India Ultra Short Term Fund

0.53
7
1.38
12
2.72
14
3.89
13
5.59
6

Kotak Savings Fund

0.52
15
1.38
13
2.73
11
4.01
10
5.78
4

Mahindra Ultra Short Term Yojana

0.53
9
1.43
6
2.80
6
3.99
11

Motilal Oswal Ultra Short Term Fund (Mofustf)

0.43
22
1.24
22
2.41
22
3.27
20
3.88
13

Nippon India Ultra Short Duration Fund

0.55
1
1.51
2
2.96
1
6.96
1
5.41
10

Sbi Magnum Ultra Short Duration Fund

0.52
14
1.37
16
2.67
17
3.84
14
5.64
5

Tata Ultra Short Term Fund

0.53
8
1.42
8
2.77
7
4.10
8

Uti Ultra Short Term Fund

0.52
12
1.37
15
2.72
12
6.44
2
5.58
7

Mirae Asset Ultra Short Duration Fund

0.52
13
1.37
14
2.70
15

Iti Ultra Short Duration Fund

0.50
18
1.40
10
2.72
13

Baroda Bnp Paribas Ultra Short Duration Fund

0.55
2
1.53
1
2.96
2
4.08
9
5.46
8
As On: 31 March 2023
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
15
0.00
15
0.77
18
0.42
17

Axis Ultra Short Term Fund

0.00
20
0.00
15
0.00
15
0.55
9
0.34
12

Bank Of India Ultra Short Duration Fund

0.00
20
0.00
15
0.00
15
0.50
4
0.30
6

Canara Robeco Ultra Short Term Fund

0.00
20
0.00
15
0.00
15
0.50
5
0.29
4

Dsp Ultra Short Fund

0.00
20
0.00
15
0.00
15
0.51
6
0.30
5

Hdfc Ultra Short Term Fund

0.00
20
0.00
15
0.00
15
0.63
15
0.35
14

Hsbc Ultra Short Duration Fund

0.00
20
0.00
15
0.00
15
0.53
8
0.32
7

Icici Prudential Ultra Short Term Fund

0.00
20
-0.10
18
-0.10
18
0.69
16
0.42
16

Idbi Ultra Short Term Fund

0.00
20
-0.41
19
-0.41
19
0.73
17
0.52
19

Idfc Ultra Short Term Fund

0.00
20
0.00
15
0.00
15
0.59
14
0.34
11

Invesco India Ultra Short Term Fund

0.00
20
-0.00
16
-0.00
16
0.56
10
0.33
8

Kotak Savings Fund

0.00
20
0.00
15
0.00
15
0.57
12
0.33
10

Mahindra Manulife Ultra Short Term Fund

0.00
20
0.00
15
0.00
15
0.56
11
0.33
9

Motilal Oswal Ultra Short Term Fund (Mofustf)

0.00
20
0.00
15
0.00
15
0.39
2
0.25
2

Nippon India Ultra Short Duration Fund

0.00
20
-0.76
20
-0.46
20
1.79
20
0.92
20

Sbi Magnum Ultra Short Duration Fund

0.00
20
-0.01
17
-0.01
17
0.58
13
0.35
15

Tata Ultra Short Term Fund

0.00
20
0.00
15
0.00
15
0.47
3
0.29
3

Uti Ultra Short Term Fund

0.00
20
0.00
15
0.00
15
1.51
19
0.45
18

Lic Mf Ultra Short Term Fund

0.00
20
0.00
15
0.00
15
0.39
1
0.23
1

Baroda Bnp Paribas Ultra Short Duration Fund

0.00
20
0.00
15
0.00
15
0.52
7
0.34
13
As On: 31 March 2023
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

-2.36
3
-0.66
3
0.53
3
0.48
2.93
2 0.35 13
0.63
12
-0.05
14
0.24
13
-0.0011
2

Axis Ultra Short Term Fund

-5.14
14
-0.85
13
0.42
14
0.46
-0.90
9 0.97 9
0.71
9
-0.03
8
0.38
9
-0.0110
10

Bank Of India Ultra Short Duration Fund

-5.60
15
-0.86
15
0.42
13
0.47
-0.34
5 1.01 7
0.67
11
-0.03
6
0.42
4
-0.0041
3

Canara Robeco Ultra Short Term Fund

-6.40
18
-0.89
18
0.38
19
0.44
-1.73
14 1.06 5
0.96
2
-0.03
10
0.33
11
-0.0143
13

Dsp Ultra Short Fund

-5.99
16
-0.88
16
0.40
18
0.44
-0.80
6 1.07 4
0.71
10
-0.03
7
0.41
5
-0.0061
5

Hdfc Ultra Short Term Fund

-3.50
6
-0.77
6
0.48
5
0.48
-0.88
8 1.10 2
0.89
6
-0.02
2
0.44
3
-0.0047
4

Hsbc Ultra Short Duration Fund

-4.66
12
-0.83
12
0.46
8
0.47
-0.87
7 1.04 6
0.95
4
-0.02
4
0.40
7
-0.0064
6

Icici Prudential Ultra Short Term Fund

-2.96
4
-0.71
4
0.50
4
0.49

Idbi Ultra Short Term Fund

-3.41
5
-0.73
5
0.44
12
0.51
1.39
3 0.56 12
0.10
13
-0.04
13
0.45
2
-0.0079
8

Idfc Ultra Short Term Fund

-4.38
9
-0.82
10
0.45
11
0.48

Invesco India Ultra Short Term Fund

-5.14
13
-0.85
14
0.41
15
0.48
-1.44
13 1.08 3
0.95
3
-0.03
5
0.38
8
-0.0113
11

Kotak Savings Fund

-4.35
8
-0.81
8
0.46
9
0.46

Mahindra Manulife Ultra Short Term Fund

-4.59
11
-0.82
11
0.45
10
0.46
-1.25
12 1.10 1
0.92
5
-0.02
3
0.40
6
-0.0076
7

Motilal Oswal Ultra Short Term Fund (Mofustf)

-9.13
20
-0.94
20
0.34
20
0.44
-1.11
11 0.84 10
0.73
8
-0.04
12
0.22
14
-0.0174
14

Nippon India Ultra Short Duration Fund

-0.68
1
-0.31
1
0.55
1
0.54

Sbi Magnum Ultra Short Duration Fund

-4.22
7
-0.80
7
0.46
7
0.48

Tata Ultra Short Term Fund

-6.16
17
-0.88
17
0.41
16
0.45
-1.09
10 0.99 8
0.96
1
-0.03
9
0.34
10
-0.0110
9

Uti Ultra Short Term Fund

-1.15
2
-0.59
2
0.54
2
0.52
5.01
1 -0.05 14
0.00
14
0.34
1
0.54
1
0.0045
1

Lic Mf Ultra Short Term Fund

-7.75
19
-0.92
19
0.40
17
0.42
-0.31
4 0.81 11
0.88
7
-0.04
11
0.27
12
-0.0119
12

Baroda Bnp Paribas Ultra Short Duration Fund

-4.55
10
-0.81
9
0.47
6
0.45




Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

More Mutual Fund Analysis Article

फायदा:

  1.     विविधता
  2.     व्यावसायिक प्रबंधन
  3.     पैमाने की अर्थव्यवस्थाएं (ईकानमी ऑफ स्केल)
  4.     तरलता (लिक्विडिटी)
  5.     विभिन्न प्रकार के निवेश विकल्प
  6.     स्वत: पुनर्निवेश

नुकसान:

  1.     शुल्क और व्यय
  2.     रिटर्न की कोई गारंटी नहीं
  3.     सीमित नियंत्रण
  4.     अंडरपरफॉर्मेंस की संभावना
  5.     कर (टैक्स)

 

  • The Treynor Ratio is a performance metric for mutual funds, measuring returns earned above a risk-free investment per unit of market risk.
  • Advantages include risk-adjusted performance evaluation, simplicity, and usefulness for diversified portfolios.
  • Disadvantages involve ignoring unsystematic risk, dependence on beta accuracy, and lack of consideration for current market conditions.
  • The Treynor Ratio is a valuable tool for informed investment decisions but should not be used in isolation.

  • The Sortino Ratio is a risk-adjusted performance measure that evaluates mutual funds based on their downside volatility.
  • It emphasizes downside risk, making it useful for risk-averse investors concerned about capital preservation.
  • The Sortino Ratio helps investors choose funds aligned with their risk tolerance and investment goals.
  • It identifies consistent performers with better risk-adjusted returns.
  • However, the Sortino Ratio neglects the upside potential of investments.




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