ITI Ultra Short Duration Fund Regular vs UTI Ultra Short Duration Fund compare
ITI Ultra Short Duration Fund Regular - Growth
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Chart Comparison
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) | ₹188 Cr | ₹4551 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 | 0.43% | 0.48% |
6 Month | 3.4% | 3.69% |
1 Year | 6.7% | 7.26% |
3 Year | 6.31% | 6.83% |
5 Year | - | 6.08% |
SIP Return Analysis
Scheme Name | ITI Ultra Short Duration Fund Regular - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 1.63% | 1.78% |
1 Year | 6.74% | 7.33% |
3 Year | 6.58% | 7.13% |
5 Year | - | 6.63% |
Rolling Lumpsum Returns
Scheme Name | ITI Ultra Short Duration Fund Regular - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 6.25% | 6.99% |
3 Year | 5.48% | 7.52% |
5 Year | - | 7.71% |
Risk Management
Scheme Name | ITI Ultra Short Duration Fund Regular - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.27% | 1.49% |
Sharp | -1.82% | 0.5% |
Beta | 2.52% | 0.39% |
Alpha | -1.08% | 1.51% |
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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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