- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹10963 Cr | ₹2822 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 | 0.16% | 0.24% |
| 6 Month | 4.85% | 4.78% |
| 1 Year | 9.03% | 8.74% |
| 3 Year | 7.67% | 7.29% |
| 5 Year | 6.69% | 6.77% |
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 | 2.28% | 2.34% |
| 1 Year | 9.13% | 9.03% |
| 3 Year | 8.16% | 7.88% |
| 5 Year | 7.09% | 7.18% |
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 | 7.19% | 7.4% |
| 3 Year | 7.51% | 7.45% |
| 5 Year | 7.95% | 7.63% |
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% | 0.92% |
| Sharp | 0.94% | 0.55% |
| Beta | 1.10% | 0.99% |
| Alpha | -0.19% | -0.49% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Sundaram Services Fund Regular Plan - Growth
3Y Returns24.31%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns23.02%
ITI Value Fund Regular - Growth
3Y Returns24.46%
Aditya Birla Sun Life Value Fund - Growth Option
3Y Returns26.84%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns32%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns22.41%
ICICI Prudential Overnight Fund - Growth
3Y Returns6.35%
DSP Overnight Fund - Regular Plan - Growth
3Y Returns6.37%
