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
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) | ₹10696 Cr | ₹3231 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 | 0.73% | 0.57% |
| 6 Month | 3.17% | 3.07% |
| 1 Year | 8.13% | 7.79% |
| 3 Year | 7.63% | 7.3% |
| 5 Year | 6.17% | 6.64% |
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 | 0.77% | 0.79% |
| 1 Year | 5.99% | 5.93% |
| 3 Year | 7.35% | 7.1% |
| 5 Year | 6.78% | 6.79% |
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 | 7.28% | 7.46% |
| 3 Year | 7.52% | 7.39% |
| 5 Year | 7.84% | 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 | 0.96% | 0.89% |
| Sharp | 0.74% | 0.51% |
| Beta | 1.27% | 1.18% |
| Alpha | -0.52% | -0.68% |
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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