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LIC MF Short Term Debt Fund Regular vs UTI Short Duration Fund compare
LIC MF Short Term Debt Fund Regular - Growth
UTI Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | LIC MF Short Term Debt Fund Regular - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | LIC MF Short Term Debt Fund Regular - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹153 Cr | ₹3295 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 01 Feb 2019 | 19 Sep 2007 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short Duration Fund BII Index | CRISIL Ultra Short Duration Fund BI Index |
| Turn Over | % | 270% |
| Expense Ratio | 1.32 | 0.84 |
| Manager | Marzban Irani | Sudhir Agrawal |
| ISIN Code | INF767K01PT2 | INF789F01QA4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC MF Short Term Debt Fund Regular - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.2% | 0.34% |
| 6 Month | 4.16% | 4.38% |
| 1 Year | 7.47% | 7.89% |
| 3 Year | 6.75% | 7.36% |
| 5 Year | 5.09% | 7.05% |
SIP Return Analysis
| Scheme Name | LIC MF Short Term Debt Fund Regular - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.09% | 1.32% |
| 1 Year | 6.97% | 7.45% |
| 3 Year | 7.25% | 7.72% |
| 5 Year | 6.11% | 7.27% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Short Term Debt Fund Regular - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.99% | 8.01% |
| 3 Year | 4.39% | 7.56% |
| 5 Year | 5.22% | 7.4% |
Risk Management
| Scheme Name | LIC MF Short Term Debt Fund Regular - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.17% | 2.58% |
| Sharp | -0.85% | 0.59% |
| Beta | 2.15% | 0.42% |
| Alpha | 3.31% | 2.36% |
Fund Managers
| Scheme Name | LIC MF Short Term Debt Fund Regular - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Marzban Irani | Sudhir Agrawal |
| Total AUM | ₹1914 Cr | ₹7736 Cr |
| Funds Managed | 6 | 6 |
| LIC MF Short Term Debt Fund Regular - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
LIC MF Short Term Debt Fund Regular - Growth |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
LIC MF Short Term Debt Fund Regular - Growth |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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