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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) | ₹2338 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 | 0.85 | 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 | 1.38% | 1.42% |
| 6 Month | 4.6% | 4.75% |
| 1 Year | 8.93% | 9.27% |
| 3 Year | 7.07% | 6.65% |
| 5 Year | 7.62% | 5.95% |
SIP Return Analysis
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.86% | 2.99% |
| 1 Year | 9.66% | 9.9% |
| 3 Year | 8.11% | 7.97% |
| 5 Year | 7.44% | 6.49% |
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 | 7.59% | 7.37% |
| 5 Year | 7.42% | 7.63% |
Risk Management
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.58% | 1.171% |
| Sharp | 0.59% | -0.662% |
| Beta | 0.42% | 0.975% |
| Alpha | 2.36% | -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 | 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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