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Aditya Birla Sun Life Short Term Fund vs UTI Short Duration Fund compare

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tortoise-icon Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

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tortoise-icon UTI Short Duration Fund - Discontinued Regular Option -Growth Sub 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 Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
Fund Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹10648 Cr ₹3295 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 09 May 2003 26 Jun 2003
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index B-II CRISIL Short Duration Fund AII Index
Turn Over 78% 126.45%
Expense Ratio 0.95 0.84
Manager Dhaval Joshi Sudhir Agrawal
ISIN Code INF209K01942 INF789F01AJ9
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
1 Month 0.35% 0.41%
6 Month 4.32% 4.33%
1 Year 7.98% 7.81%
3 Year 7.38% 7.11%
5 Year 6.27% 6.75%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
6 Month 1.34% 1.32%
1 Year 7.62% 7.45%
3 Year 7.8% 7.52%
5 Year 6.97% 7.02%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
1 Year 7.24% 7.43%
3 Year 7.53% 7.41%
5 Year 7.89% 7.61%

Risk Management

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
Standard Deviation 1.00% 0.93%
Sharp 0.57% 0.33%
Beta 1.13% 1.05%
Alpha -0.26% -0.46%

Fund Managers

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
Name Dhaval Joshi Sudhir Agrawal
Total AUM ₹361932 Cr ₹7736 Cr
Funds Managed 55 6
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option

Market Cap

Scheme Name

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option

Others 100 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option

Others 100 100

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