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HSBC Low Duration Fund vs UTI Low Duration Fund compare

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tortoise-icon HSBC Low Duration Fund - Regular Growth

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tortoise-icon UTI Low Duration Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹848 Cr ₹3125 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 0.42% 0.46%
6 Month 5.39% 4.22%
1 Year 8.88% 7.8%
3 Year 7.64% 7.37%
5 Year 6.06% 7.07%

SIP Return Analysis

Scheme Name HSBC Low Duration Fund - Regular Growth UTI Low Duration Fund - Regular Plan - Growth Option
6 Month 1.75% 1.56%
1 Year 8.97% 7.55%
3 Year 8.18% 7.62%
5 Year 7.1% 7.32%

Rolling Lumpsum Returns

Scheme Name HSBC Low Duration Fund - Regular Growth UTI Low Duration Fund - Regular Plan - Growth Option
1 Year 7.44% 8.16%
3 Year 7.2% 7.34%
5 Year 7.35% 7.94%

Risk Management

Scheme Name HSBC Low Duration Fund - Regular Growth UTI Low Duration Fund - Regular Plan - Growth Option
Standard Deviation 0.99% 0.45%
Sharp 0.83% 1.30%
Beta 8.90% 4.59%
Alpha -1.54% -0.61%

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

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