Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC Ultra Short Duration Fund vs UTI Ultra Short Duration Fund compare

Link copied to clipboard!

tortoise-icon HSBC Ultra Short Duration Fund - Regular Growth

Invest Now

tortoise-icon UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Fund HSBC Ultra Short Duration Fund - Regular Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹3051 Cr ₹4551 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 29 Jan 2020 27 Aug 2003
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Ultra Short Duration Fund AI Index CRISIL Ultra Short Duration Fund BI Index
Turn Over 54% 350.33%
Expense Ratio 0.47 0.93
Manager Jalpan Shah Ritesh Nambiar
ISIN Code INF336L01OW1 INF789F01570
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Month 0.5% 0.48%
6 Month 3.87% 3.69%
1 Year 7.52% 7.26%
3 Year 7.12% 6.83%
5 Year 5.69% 6.08%

SIP Return Analysis

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
6 Month 1.85% 1.78%
1 Year 7.65% 7.33%
3 Year 7.4% 7.13%
5 Year 6.61% 6.63%

Rolling Lumpsum Returns

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Year 5.97% 6.99%
3 Year 5.48% 7.52%
5 Year 5.67% 7.71%

Risk Management

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Standard Deviation 0.29% 1.49%
Sharp 1.31% 0.5%
Beta 2.86% 0.39%
Alpha -0.42% 1.51%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Name Jalpan Shah Ritesh Nambiar
Total AUM ₹16521 Cr ₹2329 Cr
Funds Managed 6 3
HSBC Ultra Short Duration Fund - Regular Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

HSBC Ultra Short Duration Fund - Regular Growth

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

HSBC Ultra Short Duration Fund - Regular Growth

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 100 100

Top Comparisons

HDFC Banking and Financial Services Fund - Growth Option HDFC Banking and Financial Services Fund - Growth Option

3Y Returns17.9%

VS

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

3Y Returns17.87%

Compare Now

Mirae Asset Multi Asset Allocation Fund-Reg (G) Mirae Asset Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns19.32%

Compare Now

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns13.92%

VS

UTI Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

3Y Returns17.25%

Compare Now

Franklin India Small Cap Fund-Growth Franklin India Small Cap Fund-Growth

3Y Returns25.32%

VS

HDFC Small Cap Fund Regular Growth HDFC Small Cap Fund Regular Growth

3Y Returns25.73%

Compare Now
Add to Cart Successfully