- 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
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | ₹3928 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 | 0.24% | 0.17% |
| 6 Month | 4.78% | 5.09% |
| 1 Year | 8.9% | 9.13% |
| 3 Year | 7.57% | 7.3% |
| 5 Year | 7.08% | 5.58% |
SIP Return Analysis
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.34% | 2.43% |
| 1 Year | 9.08% | 9.37% |
| 3 Year | 8.12% | 8.05% |
| 5 Year | 7.46% | 6.65% |
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 | 2.58% | 1.00% |
| Sharp | 0.59% | 0.62% |
| Beta | 0.42% | 1.14% |
| Alpha | 2.36% | -0.52% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Franklin India Equity Hybrid Fund - Growth Plan
3Y Returns19.15%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns16.47%
Mirae Asset Liquid Fund - Growth
3Y Returns6.94%
Quant Liquid Fund-Growth
3Y Returns6.66%
HDFC Flexi Cap Fund - Growth Plan
3Y Returns27.71%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns23.32%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns7.24%
HSBC Short Duration Fund - Regular Growth
3Y Returns7.3%
