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HSBC Short Duration Fund vs UTI Short Duration Fund compare
UTI Short Duration Fund - Regular Plan - Growth Option
HSBC Short Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Fund | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹2822 Cr | ₹3786 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 19 Sep 2007 | 27 Dec 2011 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra Short Duration Fund BI Index | NIFTY Short Duration Debt Index B-II |
| Turn Over | 270% | 54% |
| Expense Ratio | 0.84 | 0.75 |
| Manager | Sudhir Agrawal | Jalpan Shah |
| ISIN Code | INF789F01QA4 | INF917K01CL8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.77% | 0.77% |
| 6 Month | 4.74% | 4.97% |
| 1 Year | 8.99% | 9.17% |
| 3 Year | 7.56% | 7.32% |
| 5 Year | 7.3% | 5.73% |
SIP Return Analysis
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.66% | 2.8% |
| 1 Year | 9.49% | 9.82% |
| 3 Year | 8.19% | 8.1% |
| 5 Year | 7.5% | 6.66% |
Rolling Lumpsum Returns
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.94% | 7.76% |
| 3 Year | 7.53% | 7.34% |
| 5 Year | 7.43% | 7.59% |
Risk Management
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.77% | 1.171% |
| Sharp | 1.8% | -0.662% |
| Beta | 2.24% | 0.975% |
| Alpha | -1.75% | -0.615% |
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Fund Managers
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Name | Sudhir Agrawal | Jalpan Shah |
| Total AUM | ₹7736 Cr | ₹16521 Cr |
| Funds Managed | 6 | 6 |
| UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
UTI Short Duration Fund - Regular Plan - Growth Option |
HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100.01 | 100 |
Sector Allocation
| Scheme Name |
UTI Short Duration Fund - Regular Plan - Growth Option |
HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100.01 | 100 |
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