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) | ₹152 Cr | ₹3381 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹200 | ₹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 | 0.51% | 0.5% |
| 6 Month | 2.28% | 2.54% |
| 1 Year | 7.32% | 7.56% |
| 3 Year | 6.98% | 7.49% |
| 5 Year | 5% | 6.9% |
SIP Return Analysis
| Scheme Name | LIC MF Short Term Debt Fund Regular - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.31% | 1.38% |
| 1 Year | 6.48% | 6.75% |
| 3 Year | 7.23% | 7.59% |
| 5 Year | 6.3% | 7.25% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Short Term Debt Fund Regular - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.15% | 7.79% |
| 3 Year | 4.47% | 7.47% |
| 5 Year | 5.19% | 7.27% |
Risk Management
| Scheme Name | LIC MF Short Term Debt Fund Regular - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.06% | 0.89% |
| Sharp | 0.26% | 0.86% |
| Beta | 1.48% | 1.23% |
| Alpha | -1.16% | -0.43% |
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 | 99.98 | 99.99 |
Sector Allocation
| Scheme Name |
LIC MF Short Term Debt Fund Regular - Growth |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 99.98 | 99.99 |
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