- 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
+91-9660032889
+91-9660032889
support@mysiponline.com
HSBC Low Duration Fund vs UTI Low Duration Fund compare
HSBC Low Duration Fund - Regular Growth
UTI Low Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Moderate |
| Asset Size (Cr) | ₹644 Cr | ₹3002 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹0 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 04 Dec 2010 | 23 Apr 2007 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Low Duration Debt Index B-I | CRISIL Low Duration Fund AI Index |
| Turn Over | 30% | 252.27% |
| Expense Ratio | 1.09 | 0.46 |
| Manager | Mahesh A Chhabria | Anurag Mittal |
| ISIN Code | INF677K01452 | INF789F01OT9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.54% | 0.55% |
| 6 Month | 5.48% | 4.33% |
| 1 Year | 9.13% | 8.22% |
| 3 Year | 7.62% | 7.37% |
| 5 Year | 6.04% | 7.03% |
SIP Return Analysis
| Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.48% | 2.08% |
| 1 Year | 10.03% | 8.44% |
| 3 Year | 8.42% | 7.84% |
| 5 Year | 7.16% | 7.43% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.42% | 8.09% |
| 3 Year | 7.1% | 7.31% |
| 5 Year | 7.38% | 7.95% |
Risk Management
| Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.99% | 0.44% |
| Sharp | 0.83% | 1.40% |
| Beta | 7.87% | 4.11% |
| Alpha | -1.25% | -0.49% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Mahesh A Chhabria | Anurag Mittal |
| Total AUM | ₹15021 Cr | ₹35669 Cr |
| Funds Managed | 9 | 7 |
| HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HSBC Low Duration Fund - Regular Growth |
UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HSBC Low Duration Fund - Regular Growth |
UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
UTI Corporate Bond Fund - Regular Plan - Growth Option
3Y Returns7.57%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns7.65%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns18.1%
HSBC Small Cap Fund Regular Growth
3Y Returns22.78%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.34%
Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
3Y Returns7.21%
Nippon India Arbitrage Fund - Growth Plan - Growth Option
3Y Returns6.85%
Parag Parikh Arbitrage Fund Regular - Growth
3Y Returns0%
