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) | ₹580 Cr | ₹3345 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 | 0.51% | 0.57% |
6 Month | 5.51% | 4.39% |
1 Year | 9.26% | 8.37% |
3 Year | 7.58% | 7.34% |
5 Year | 6.47% | 7.06% |
SIP Return Analysis
Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.87% | 2.2% |
1 Year | 10.34% | 8.53% |
3 Year | 8.43% | 7.83% |
5 Year | 7.12% | 7.42% |
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 | 1.00% | 0.46% |
Sharp | 0.79% | 1.31% |
Beta | 8.00% | 4.16% |
Alpha | -1.27% | -0.50% |
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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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