LIC MF LOW DURATION FUND vs UTI Low Duration Fund compare
LIC MF LOW DURATION FUND-Growth
LIC MF LOW DURATION FUND-Regular Plan-Growth
UTI Low Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|---|
Fund | LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate | Moderate |
Asset Size (Cr) | ₹1730 Cr | ₹1730 Cr | ₹3211 Cr |
Min Investment | ₹5000 | ₹5000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 04 Jun 2003 | 04 Jun 2003 | 23 Apr 2007 |
Category | Low Duration | Low Duration | Low Duration |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | CRISIL Low Duration Fund BI Index | CRISIL Low Duration Fund BI Index | CRISIL Low Duration Fund AI Index |
Turn Over | % | 46% | 252.27% |
Expense Ratio | 0.96 | 0.96 | 0.46 |
Manager | Rahul Singh | Rahul Singh | Anurag Mittal |
ISIN Code | INF767K01AO5 | INF767K01AO5 | INF789F01OT9 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Month | 0.37% | 0.37% | 0.41% |
6 Month | 3.85% | 3.85% | 4.22% |
1 Year | 7.36% | 7.36% | 8.08% |
3 Year | 6.76% | 6.76% | 7.35% |
5 Year | 5.53% | 5.53% | 7.06% |
SIP Return Analysis
Scheme Name | LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|---|
6 Month | 1.61% | 1.61% | 1.77% |
1 Year | 7.26% | 7.26% | 7.92% |
3 Year | 7.1% | 7.1% | 7.72% |
5 Year | 6.31% | 6.31% | 7.37% |
Rolling Lumpsum Returns
Scheme Name | LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Year | 6.7% | 6.7% | 8.16% |
3 Year | 6.67% | 6.67% | 7.34% |
5 Year | 6.59% | 6.59% | 7.94% |
Risk Management
Scheme Name | LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 0.43% | 0.43% | 0.44% |
Sharp | 0.14% | 0.14% | 1.45% |
Beta | 4.50% | 4.50% | 4.47% |
Alpha | -1.17% | -1.17% | -0.60% |
Fund Managers
Scheme Name | LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|---|
Name | Rahul Singh | Rahul Singh | Anurag Mittal |
Total AUM | ₹19760 Cr | ₹19760 Cr | ₹35669 Cr |
Funds Managed | 9 | 9 | 7 |
LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
LIC MF LOW DURATION FUND-Growth |
LIC MF LOW DURATION FUND-Regular Plan-Growth |
UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 100 | 100 | 100 |
Sector Allocation
Scheme Name |
LIC MF LOW DURATION FUND-Growth |
LIC MF LOW DURATION FUND-Regular Plan-Growth |
UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 100 | 100 | 100 |
Top Comparisons
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns21.71%
Kotak Large & Midcap Fund - Growth
3Y Returns19.43%
ITI Small Cap Fund Regular - Growth
3Y Returns27.69%
Axis Small Cap Fund Regular Growth
3Y Returns20.23%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns17.14%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns16.24%