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ITI Ultra Short Duration Fund Regular vs UTI Ultra Short Duration Fund compare

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tortoise-icon ITI Ultra Short Duration Fund Regular - Growth

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

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Chart Comparison

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

Overview

Scheme Name ITI Ultra Short Duration Fund Regular - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Fund ITI 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) ₹167 Cr ₹4788 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 07 May 2021 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 % 350.33%
Expense Ratio 0.96 0.93
Manager Vikrant Mehta Ritesh Nambiar
ISIN Code INF00XX01952 INF789F01570
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name ITI Ultra Short Duration Fund Regular - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Month 0.35% 0.37%
6 Month 2.59% 2.8%
1 Year 6.19% 6.65%
3 Year 6.33% 6.86%
5 Year - 6.16%

SIP Return Analysis

Scheme Name ITI Ultra Short Duration Fund Regular - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
6 Month 1.25% 1.33%
1 Year 5.71% 6.13%
3 Year 6.28% 6.77%
5 Year - 6.54%

Rolling Lumpsum Returns

Scheme Name ITI Ultra Short Duration Fund Regular - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Year 6.3% 6.98%
3 Year 5.56% 7.42%
5 Year - 7.68%

Risk Management

Scheme Name ITI Ultra Short Duration Fund Regular - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Standard Deviation 0.22% 1.49%
Sharp -1.50% 0.5%
Beta 0.82% 0.39%
Alpha -0.98% 1.51%

Fund Managers

Scheme Name ITI Ultra Short Duration Fund Regular - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Name Vikrant Mehta Ritesh Nambiar
Total AUM ₹698 Cr ₹2329 Cr
Funds Managed 8 3
ITI Ultra Short Duration Fund Regular - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

ITI Ultra Short Duration Fund Regular - Growth

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

ITI Ultra Short Duration Fund Regular - Growth

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 100 100

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