- 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
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹3295 Cr | ₹12201 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| 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 | 0.68% | 0.72% |
| 6 Month | 3.48% | 3.83% |
| 1 Year | 7.79% | 8.51% |
| 3 Year | 7.58% | 7.79% |
| 5 Year | 6.96% | 6.09% |
SIP Return Analysis
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.41% | 1.54% |
| 1 Year | 7.54% | 8.24% |
| 3 Year | 7.78% | 8.12% |
| 5 Year | 7.32% | 7.12% |
Rolling Lumpsum Returns
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.02% | 8.04% |
| 3 Year | 7.54% | 7.97% |
| 5 Year | 7.37% | 7.96% |
Risk Management
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.58% | 0.97% |
| Sharp | 0.59% | 0.88% |
| Beta | 0.42% | 1.34% |
| Alpha | 2.36% | -0.43% |
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 |
Top Comparisons
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns7.24%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns7.56%
UTI Balanced Advantage Fund - Regular (G)
3Y Returns0%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns12.25%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns19.48%
HSBC Infrastructure Fund - Regular Growth
3Y Returns23.39%
