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) | ₹151 Cr | ₹3231 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 | 0.77% | 0.72% |
6 Month | 3.08% | 3.29% |
1 Year | 7.55% | 7.76% |
3 Year | 7.08% | 7.6% |
5 Year | 5.04% | 6.96% |
SIP Return Analysis
Scheme Name | LIC MF Short Term Debt Fund Regular - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.33% | 1.44% |
1 Year | 7.27% | 7.58% |
3 Year | 7.4% | 7.78% |
5 Year | 6.28% | 7.34% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Short Term Debt Fund Regular - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.05% | 8.02% |
3 Year | 4.42% | 7.54% |
5 Year | 5.2% | 7.37% |
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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