Aditya Birla Sun Life Low Duration Fund vs UTI Low Duration Fund compare
Aditya Birla Sun Life Low Duration Fund - Growth Plan
UTI Low Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Low Duration Fund - Growth Plan | UTI Low Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹12059 Cr | ₹3348 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 14 May 1998 | 23 Apr 2007 |
Category | Low Duration | Low Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Low Duration Fund BI Index | CRISIL Low Duration Fund AI Index |
Turn Over | 20% | 252.27% |
Expense Ratio | 1.19 | 0.46 |
Manager | Dhaval Joshi | Anurag Mittal |
ISIN Code | INF209K01LQ0 | INF789F01OT9 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.95% | 0.99% |
6 Month | 3.84% | 4.14% |
1 Year | 7.52% | 8.2% |
3 Year | 6.54% | 7.01% |
5 Year | 6.03% | 7.26% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.2% | 2.35% |
1 Year | 7.95% | 8.62% |
3 Year | 7.2% | 7.73% |
5 Year | 6.31% | 7.34% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.44% | 8.13% |
3 Year | 7.16% | 7.37% |
5 Year | 6.68% | 7.96% |
Risk Management
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.509% | 0.514% |
Sharp | -0.767% | 0.295% |
Beta | 3.692% | 3.65% |
Alpha | -1.027% | -0.618% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Anurag Mittal |
Total AUM | ₹361932 Cr | ₹35669 Cr |
Funds Managed | 55 | 7 |
Aditya Birla Sun Life Low Duration Fund - Growth Plan | UTI Low Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Low Duration Fund - Growth Plan |
UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Low Duration Fund - Growth Plan |
UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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