Aditya Birla Sun Life Savings Fund vs UTI Ultra Short Duration Fund compare
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹23785 Cr | ₹4788 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 17 Apr 2003 | 27 Aug 2003 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Ultra Short Duration Debt Index B-I | CRISIL Ultra Short Duration Fund BI Index |
| Turn Over | 24% | 350.33% |
| Expense Ratio | 0.55 | 0.93 |
| Manager | Dhaval Joshi | Ritesh Nambiar |
| ISIN Code | INF209K01LZ1 | INF789F01570 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.41% | 0.4% |
| 6 Month | 3.16% | 2.84% |
| 1 Year | 7.48% | 6.71% |
| 3 Year | 7.46% | 6.87% |
| 5 Year | 6.17% | 6.15% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.48% | 1.33% |
| 1 Year | 6.88% | 6.13% |
| 3 Year | 7.45% | 6.77% |
| 5 Year | 6.97% | 6.54% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.65% | 6.98% |
| 3 Year | 7.73% | 7.43% |
| 5 Year | 8.09% | 7.69% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.54% | 1.49% |
| Sharp | 0.64% | 0.5% |
| Beta | 1.14% | 0.39% |
| Alpha | 2.62% | 1.51% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Ritesh Nambiar |
| Total AUM | ₹361932 Cr | ₹2329 Cr |
| Funds Managed | 55 | 3 |
| Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.4%
Kotak Aggressive Hybrid Fund - Growth
3Y Returns14.27%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns13.72%
Kotak Banking and PSU Debt - Growth
3Y Returns7.44%
Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option
3Y Returns6.81%
Bandhan Focused Fund - Regular Plan - Growth
3Y Returns18.15%
HSBC Focused Fund - Regular Growth
3Y Returns16.25%