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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) ₹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 0.51% 0.52%
6 Month 5.58% 4.44%
1 Year 9.26% 8.33%
3 Year 7.6% 7.36%
5 Year 6.01% 7.01%

SIP Return Analysis

Scheme Name HSBC Low Duration Fund - Regular Growth UTI Low Duration Fund - Regular Plan - Growth Option
6 Month 2.86% 2.18%
1 Year 10.42% 8.55%
3 Year 8.47% 7.86%
5 Year 7.16% 7.44%

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%

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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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