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) | ₹13097 Cr | ₹2302 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 | 0.55% | 0.56% |
| 6 Month | 3.25% | 3.48% |
| 1 Year | 7.17% | 7.73% |
| 3 Year | 7% | 7.5% |
| 5 Year | 5.69% | 7.09% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.93% | 1.05% |
| 1 Year | 5.78% | 6.29% |
| 3 Year | 6.71% | 7.25% |
| 5 Year | 6.28% | 7.12% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.45% | 8.13% |
| 3 Year | 7.1% | 7.35% |
| 5 Year | 6.68% | 7.93% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.39% | 0.39% |
| Sharp | 0.66% | 1.83% |
| Beta | 1.20% | 1.20% |
| Alpha | -0.86% | -0.39% |
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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