Invesco India Ultra Short to Short Term Fund vs SBI Ultra Short to Short Term Fund
Ultra Short to Short Term Fund · Direct Plan – Growth · Compared on official AMFI NAV data · NAVs as of 09-Nov-2026
| Metric | Invesco India Ultra Short to Short Term Fund | SBI Ultra Short to Short Term Fund |
|---|---|---|
| Latest NAV | ₹4,270.77 | ₹3,939.2 |
| 1-Year Return | +6.50% | +6.31% |
| 3-Year Return (CAGR) | +7.42% | +7.42% |
| 5-Year Return (CAGR) | N/A | N/A |
| Volatility (1Y, annualised) | 0.7% | 0.7% |
| Max Drawdown | −0.2% | −0.2% |
| Fund House | Invesco Mutual Fund | SBI Mutual Fund |
Growth of ₹10,000
If you had invested ₹10,000 in each fund
Embed this chart on your site (free)
Copy this code into your website or blog. It stays up to date automatically.
<iframe src="https://moneydock.in/embed/fund-compare/invesco-india-low-duration-fund-vs-sbi-low-duration-fund" width="100%" height="520" style="border:1px solid #e5e7eb;border-radius:12px;max-width:760px" title="Invesco India Ultra Short to Short Term Fund vs SBI Ultra Short to Short Term Fund by MoneyDock" loading="lazy"></iframe> <p style="font-size:12px">Powered by <a href="https://moneydock.in" target="_blank" rel="noopener">MoneyDock</a></p>
See the embed documentation for all widgets, sizing options and usage terms.
Invesco India Ultra Short to Short Term Fund vs SBI Ultra Short to Short Term Fund: which is better?
Invesco India Ultra Short to Short Term Fund and SBI Ultra Short to Short Term Fund are both ultra short to short term fund mutual funds (direct plan, growth option). This comparison uses each fund's official AMFI NAV history — the same daily data the fund houses publish — to compare returns, volatility and drawdowns side by side.
On 3-year returns (annualised) the two funds are effectively neck and neck: Invesco India Ultra Short to Short Term Fund at +7.42% versus SBI Ultra Short to Short Term Fund at +7.42%.
Both funds have shown similar volatility over the past year (about 0.7%). Looking at worst falls, Invesco India Ultra Short to Short Term Fund's deepest drawdown in the stored history is −0.2% against −0.2% for SBI Ultra Short to Short Term Fund.
Which fund suits you depends on your horizon and appetite for swings: the higher-return fund is only the better pick if you can hold through its rougher months. Use the ₹10,000 growth chart above to see how each fund actually behaved through market cycles, and consider consulting a SEBI-registered adviser before investing. This comparison is informational, not investment advice.
Key takeaways
- 3-year returns are virtually identical (+7.42% vs +7.42%).
- Invesco India Ultra Short to Short Term Fund has had the shallower maximum drawdown (−0.2%).
Frequently Asked Questions
Which fund has given higher returns — Invesco India Ultra Short to Short Term Fund or SBI Ultra Short to Short Term Fund?
Over the past 3 year period their returns are almost identical: Invesco India Ultra Short to Short Term Fund +7.42% and SBI Ultra Short to Short Term Fund +7.42% annualised. Past performance does not guarantee future results.
Which fund is less risky — Invesco India Ultra Short to Short Term Fund or SBI Ultra Short to Short Term Fund?
Based on the trailing year, neither fund clearly separates on volatility (Invesco India Ultra Short to Short Term Fund: 0.7%, SBI Ultra Short to Short Term Fund: 0.7% annualised). Volatility and drawdowns describe past behaviour, not future safety — both funds carry the market risk of their category.
Can I invest in both Invesco India Ultra Short to Short Term Fund and SBI Ultra Short to Short Term Fund?
Yes — many investors split a SIP across two funds. If both funds are from the same category, remember they will hold overlapping stocks, so diversification benefits may be smaller than they appear. Check each scheme's portfolio before doubling up within one category.
More Ultra Short to Short Term Fund comparisons
Returns, volatility and drawdowns are computed from official AMFI NAV history for direct-growth plans and may differ slightly from fund-house factsheets due to date conventions. Mutual fund investments are subject to market risks. This comparison is for informational purposes only — not investment advice.