Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹10524 Cr ₹3296 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 0.26% 0.23%
6 Month 4.51% 4.46%
1 Year 8.43% 8.25%
3 Year 7.44% 7.2%
5 Year 6.43% 6.69%

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 1.69% 1.66%
1 Year 8.15% 7.98%
3 Year 7.95% 7.65%
5 Year 7.03% 7.09%

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 0.92% 0.88%
Sharp 0.85% 0.62%
Beta 1.07% 1.04%
Alpha -0.20% -0.38%

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

ICICI Prudential Technology Fund - Growth ICICI Prudential Technology Fund - Growth

3Y Returns12.03%

VS

SBI Technology Opportunities Fund Regular Growth SBI Technology Opportunities Fund Regular Growth

3Y Returns15.16%

Compare Now

UTI Credit Risk Fund  - Regular Plan - Growth Option UTI Credit Risk Fund - Regular Plan - Growth Option

3Y Returns7.27%

VS

Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option

3Y Returns7.82%

Compare Now

SBI Healthcare Opportunities Fund - Regular Plan -Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth

3Y Returns26.71%

VS

Mirae Asset Healthcare Fund -Regular Growth Mirae Asset Healthcare Fund -Regular Growth

3Y Returns21.48%

Compare Now

HDFC Overnight Fund - Growth Option HDFC Overnight Fund - Growth Option

3Y Returns6.32%

VS

Nippon India Overnight Fund - Regular Plan - Growth Option Nippon India Overnight Fund - Regular Plan - Growth Option

3Y Returns6.39%

Compare Now
Add to Cart Successfully