HDFC Short Term Debt Fund vs UTI Short Duration Fund compare
HDFC Short Term Debt Fund - Growth Option
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
Chart Comparison
Overview
| Scheme Name | HDFC Short Term Debt Fund - Growth Option | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| Fund | HDFC Short Term Debt Fund - Growth Option | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹18412 Cr | ₹3374 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 25 Jun 2010 | 26 Jun 2003 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short Duration Fund BII Index | CRISIL Short Duration Fund AII Index |
| Turn Over | 9.03% | 126.45% |
| Expense Ratio | 0.74 | 0.84 |
| Manager | Anil Bamboli | Sudhir Agrawal |
| ISIN Code | INF179K01CU6 | INF789F01AJ9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Short Term Debt Fund - Growth Option | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| 1 Month | 0.17% | 0.08% |
| 6 Month | 2.59% | 2.25% |
| 1 Year | 7.75% | 7.22% |
| 3 Year | 7.71% | 7.11% |
| 5 Year | 6.12% | 6.56% |
SIP Return Analysis
| Scheme Name | HDFC Short Term Debt Fund - Growth Option | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| 6 Month | 1.34% | 1.14% |
| 1 Year | 6.88% | 6.26% |
| 3 Year | 7.81% | 7.21% |
| 5 Year | 7.13% | 6.91% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Short Term Debt Fund - Growth Option | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| 1 Year | 8.48% | 7.59% |
| 3 Year | 8.09% | 7.43% |
| 5 Year | 8.25% | 7.62% |
Risk Management
| Scheme Name | HDFC Short Term Debt Fund - Growth Option | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| Standard Deviation | 0.90% | 0.89% |
| Sharp | 1.23% | 0.60% |
| Beta | 1.28% | 1.24% |
| Alpha | -0.14% | -0.67% |
Fund Managers
| Scheme Name | HDFC Short Term Debt Fund - Growth Option | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| Name | Anil Bamboli | Sudhir Agrawal |
| Total AUM | ₹135442 Cr | ₹7736 Cr |
| Funds Managed | 12 | 6 |
| HDFC Short Term Debt Fund - Growth Option | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
Market Cap
| Scheme Name |
HDFC Short Term Debt Fund - Growth Option |
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Short Term Debt Fund - Growth Option |
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
PGIM India Dynamic Bond Fund - Growth Option
3Y Returns6.63%
Mirae Asset Dynamic Bond Fund-Regular Plan Growth
3Y Returns6.57%
WhiteOak Capital Large Cap Fund Regular Plan Growth
3Y Returns16.36%
Kotak Large Cap Fund - Growth
3Y Returns14.97%
ITI Banking and PSU Fund Regular - Growth
3Y Returns6.92%
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
3Y Returns7.13%
LIC MF Nifty 50 Index Fund-Growth
3Y Returns12.29%
LIC MF Nifty 50 Index Fund-Regular Plan-Growth
3Y Returns12.29%