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) | ₹262 Cr | ₹2822 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 | 0.25% | 0.34% |
6 Month | 4.91% | 4.9% |
1 Year | 8.84% | 9.05% |
3 Year | 6.92% | 7.59% |
5 Year | 5.06% | 7.07% |
SIP Return Analysis
Scheme Name | LIC MF Short Term Debt Fund Regular - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.26% | 2.34% |
1 Year | 8.81% | 9.08% |
3 Year | 7.69% | 8.12% |
5 Year | 6.22% | 7.46% |
Rolling Lumpsum Returns
Scheme Name | LIC MF Short Term Debt Fund Regular - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 5.93% | 7.94% |
3 Year | 4.3% | 7.53% |
5 Year | 5.23% | 7.43% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 99.99 | 100.01 |
Sector Allocation
Scheme Name |
LIC MF Short Term Debt Fund Regular - Growth |
UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 99.99 | 100.01 |
Top Comparisons
Bandhan Financial Services Fund - Regular (G)
3Y Returns0%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns24.75%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns7.28%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns7.25%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns14.9%
DSP Bond Fund - Growth
3Y Returns7.87%
Bandhan Small Cap Fund Regular Growth
3Y Returns34.97%
Quant Small Cap Fund Regular Growth
3Y Returns31.56%