BANDHAN Bond Fund vs UTI Short Duration Fund compare
Bandhan Short Duration Fund - Regular Plan - Growth
UTI Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Bandhan Short Duration Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Bandhan Short Duration Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹10382 Cr | ₹3181 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 14 Feb 2025 | 19 Sep 2007 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Debt Index A-II | CRISIL Ultra Short Duration Fund BI Index |
| Turn Over | 78% | 270% |
| Expense Ratio | 0.8 | 0.84 |
| Manager | Sreejith Balasubramanian | Sudhir Agrawal |
| ISIN Code | INF194K01HF5 | INF789F01QA4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Short Duration Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.17% | 0.04% |
| 6 Month | 1.78% | 1.94% |
| 1 Year | 6.81% | 6.72% |
| 3 Year | 7.27% | 7.22% |
| 5 Year | 5.72% | 6.88% |
SIP Return Analysis
| Scheme Name | Bandhan Short Duration Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.85% | 0.8% |
| 1 Year | 4.57% | 4.67% |
| 3 Year | 6.94% | 6.88% |
| 5 Year | 6.52% | 6.85% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Short Duration Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.68% | 7.77% |
| 3 Year | 7.36% | 7.46% |
| 5 Year | 7.64% | 7.16% |
Risk Management
| Scheme Name | Bandhan Short Duration Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.39% | 2.58% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Bandhan Short Duration Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sreejith Balasubramanian | Sudhir Agrawal |
| Total AUM | ₹66149 Cr | ₹7736 Cr |
| Funds Managed | 14 | 6 |
| Bandhan Short Duration Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Bandhan Short Duration Fund - Regular Plan - Growth |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Bandhan Short Duration Fund - Regular Plan - Growth |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
3Y Returns13.33%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns11.4%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns6.76%
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns5.67%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns22.92%
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns22.66%
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
3Y Returns20.45%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns15.99%