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LIC MF Short Term Debt Fund Regular vs UTI Short Duration Fund compare

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tortoise-icon LIC MF Short Term Debt Fund Regular - Growth

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tortoise-icon UTI 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 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) ₹168 Cr ₹3296 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 -0.08% 0.08%
6 Month 4.2% 4.35%
1 Year 7.77% 8.2%
3 Year 6.69% 7.41%
5 Year 5.02% 6.98%

SIP Return Analysis

Scheme Name LIC MF Short Term Debt Fund Regular - Growth UTI Short Duration Fund - Regular Plan - Growth Option
6 Month 1.55% 1.66%
1 Year 7.74% 7.99%
3 Year 7.47% 7.87%
5 Year 6.19% 7.35%

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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