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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) | ₹3296 Cr | ₹4527 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 | 0.08% | 0.08% |
| 6 Month | 4.35% | 4.58% |
| 1 Year | 8.2% | 8.33% |
| 3 Year | 7.41% | 7.12% |
| 5 Year | 6.98% | 5.55% |
SIP Return Analysis
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.66% | 1.74% |
| 1 Year | 7.99% | 8.38% |
| 3 Year | 7.87% | 7.86% |
| 5 Year | 7.35% | 6.64% |
Rolling Lumpsum Returns
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.01% | 7.8% |
| 3 Year | 7.56% | 7.33% |
| 5 Year | 7.4% | 7.57% |
Risk Management
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.58% | 1.02% |
| Sharp | 0.59% | 0.52% |
| Beta | 0.42% | 1.21% |
| Alpha | 2.36% | -0.57% |
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 | 100 |
Sector Allocation
| Scheme Name |
UTI Short Duration Fund - Regular Plan - Growth Option |
HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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