Aditya Birla Sun Life Short Term Fund vs UTI Short Duration Fund compare
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
Chart Comparison
| 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) | ₹7899 Cr | ₹2359 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 09 May 2003 | 24 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 | 1.01 | 0.79 |
| Manager | Dhaval Joshi | Sudhir Agrawal |
| ISIN Code | INF209K01942 | INF789F01AJ9 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| 1 Month | 0.74% | 0.63% |
| 6 Month | 3.89% | 3.88% |
| 1 Year | 7.5% | 7.31% |
| 3 Year | 5.76% | 6.75% |
| 5 Year | 6.63% | 4.66% |
| 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 Year | 3.32% | 3.14% |
| 3 Year | 9.61% | 9.47% |
| 5 Year | 16.42% | 17.44% |
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| 1 Year | 5.94% | 6.29% |
| 3 Year | 13.43% | 14.48% |
| 5 Year | 16.88% | 17.86% |
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| Standard Deviation | 0.99% | 2.57% |
| Sharp | 0.06% | 0.59% |
| Beta | 1.74% | 0.38% |
| Alpha | 3.54% | 2.23% |
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| 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 |
| Fund Manage | 55 | 6 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
| Scheme Name |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| Others | 100.01 | 99.99 |
| Scheme Name |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| Sovereign | 32 | - |
| Financial | 46.51 | 71.32 |
| Communication | 5.51 | 0.68 |
| Others | 5.7 | 6.25 |
| Construction | 9.09 | 9.42 |
| Energy | 0.87 | 4.36 |
| Services | 0.33 | 0.22 |
| Capital Goods | - | 2.97 |
| Consumer Staples | - | 3.73 |
| Automobile | - | 1.04 |
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