Aditya Birla Sun Life Low Duration Fund vs UTI Low Duration Fund compare

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tortoise-icon Aditya Birla Sun Life Low Duration Fund - Growth Plan

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tortoise-icon UTI Low Duration Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Moderate Low to Moderate
Asset Size (Cr) ₹10806 Cr ₹2428 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 01 May 1998 21 Mar 2003
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 1.22 0.44
Manager Dhaval Joshi Anurag Mittal
ISIN Code INF209K01LQ0 INF789F01OT9
Exits Load Nil/365 Nil/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 0.56% 0.64%
6 Month 3.56% 3.72%
1 Year 6.88% 7.34%
3 Year 5.54% 7.56%
5 Year 5.84% 7.05%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Low Duration Fund - Growth Plan UTI Low Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.13% 3.31%
3 Year 9.3% 10.35%
5 Year 15.04% 18.52%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Low Duration Fund - Growth Plan UTI Low Duration Fund - Regular Plan - Growth Option
1 Year 5.15% 6.31%
3 Year 12.21% 15.32%
5 Year 15.43% 18.89%

Risk Management

Scheme Name Aditya Birla Sun Life Low Duration Fund - Growth Plan UTI Low Duration Fund - Regular Plan - Growth Option
Standard Deviation 0.59% 2.54%
Sharp -0.24% 0.72%
Beta 1.28% -0.18%
Alpha 2.42% 1.48%

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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
Fund Manage 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 97.7 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Low Duration Fund - Growth Plan

UTI Low Duration Fund - Regular Plan - Growth Option

Sovereign 12.37 1.18
Financial 73.78 85.05
Communication 4.82 3.87
Others 4.35 7.86
Construction 1.97 -
Energy 0.41 -
Consumer Staples - 2.04

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