DSP Short Term Fund vs UTI Short Duration Fund compare
DSP Short Term Fund - Regular Plan - Growth
UTI Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | DSP Short Term Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | DSP Short Term Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹3698 Cr | ₹3295 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 09 Sep 2002 | 19 Sep 2007 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Short Duration Fund AII Index | CRISIL Ultra Short Duration Fund BI Index |
Turn Over | 0.0% | 270% |
Expense Ratio | 0.95 | 0.84 |
Manager | Laukik Bagwe | Sudhir Agrawal |
ISIN Code | INF740K01656 | INF789F01QA4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Short Term Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.8% | 0.75% |
6 Month | 3.23% | 3.34% |
1 Year | 7.71% | 7.74% |
3 Year | 7.43% | 7.62% |
5 Year | 5.55% | 6.96% |
SIP Return Analysis
Scheme Name | DSP Short Term Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.31% | 1.41% |
1 Year | 7.35% | 7.54% |
3 Year | 7.59% | 7.78% |
5 Year | 6.61% | 7.32% |
Rolling Lumpsum Returns
Scheme Name | DSP Short Term Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.88% | 8.02% |
3 Year | 6.84% | 7.54% |
5 Year | 7.07% | 7.37% |
Risk Management
Scheme Name | DSP Short Term Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.00% | 2.58% |
Sharp | 0.47% | 0.59% |
Beta | 1.37% | 0.42% |
Alpha | -0.84% | 2.36% |
Fund Managers
Scheme Name | DSP Short Term Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Laukik Bagwe | Sudhir Agrawal |
Total AUM | ₹12579 Cr | ₹7736 Cr |
Funds Managed | 10 | 6 |
DSP Short Term Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
DSP Short Term Fund - Regular Plan - Growth |
UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
DSP Short Term Fund - Regular Plan - Growth |
UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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