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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) ₹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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