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Axis Short Term Fund vs UTI Short Duration Fund compare
UTI Short Duration Fund - Regular Plan - Growth Option
Axis Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹3381 Cr | ₹12346 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 19 Sep 2007 | 22 Jan 2010 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra Short Duration Fund BI Index | NIFTY Short Duration Debt Index B-II |
| Turn Over | 270% | 0.0% |
| Expense Ratio | 0.84 | 0.89 |
| Manager | Sudhir Agrawal | Devang Shah |
| ISIN Code | INF789F01QA4 | INF846K01644 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.14% | 0.17% |
| 6 Month | 2.33% | 2.65% |
| 1 Year | 7.29% | 8% |
| 3 Year | 7.4% | 7.59% |
| 5 Year | 6.86% | 6% |
SIP Return Analysis
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.38% | 1.54% |
| 1 Year | 6.75% | 7.46% |
| 3 Year | 7.59% | 8% |
| 5 Year | 7.25% | 7.15% |
Rolling Lumpsum Returns
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.79% | 8.11% |
| 3 Year | 7.47% | 7.93% |
| 5 Year | 7.27% | 7.95% |
Risk Management
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.58% | 1.02% |
| Sharp | 0.59% | -0.17% |
| Beta | 0.42% | 1.93% |
| Alpha | 2.36% | 3.69% |
Fund Managers
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sudhir Agrawal | Devang Shah |
| Total AUM | ₹7736 Cr | ₹60014 Cr |
| Funds Managed | 6 | 15 |
| UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
UTI Short Duration Fund - Regular Plan - Growth Option |
Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
UTI Short Duration Fund - Regular Plan - Growth Option |
Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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