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

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

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tortoise-icon UTI Ultra 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 Ultra Short Term Fund Regular - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Fund LIC MF Ultra Short Term Fund Regular - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹217 Cr ₹3483 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 27 Nov 2019 27 Aug 2003
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Ultra Short Duration Fund BI Index CRISIL Ultra Short Duration Fund BI Index
Turn Over % 350.33%
Expense Ratio 0.95 0.93
Manager Rahul Singh Ritesh Nambiar
ISIN Code INF767K01QO1 INF789F01570
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name LIC MF Ultra Short Term Fund Regular - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Month 0.42% 0.45%
6 Month 2.99% 3.09%
1 Year 6.61% 6.84%
3 Year 6.45% 6.92%
5 Year 5.25% 6.13%

SIP Return Analysis

Scheme Name LIC MF Ultra Short Term Fund Regular - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
6 Month 1.36% 1.42%
1 Year 6.3% 6.52%
3 Year 6.57% 6.91%
5 Year 6.03% 6.57%

Rolling Lumpsum Returns

Scheme Name LIC MF Ultra Short Term Fund Regular - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Year 5.13% 7%
3 Year 4.88% 7.51%
5 Year 5.11% 7.7%

Risk Management

Scheme Name LIC MF Ultra Short Term Fund Regular - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Standard Deviation 0.24% 1.49%
Sharp -1.07% 0.5%
Beta 2.74% 0.39%
Alpha -1.00% 1.51%

Fund Managers

Scheme Name LIC MF Ultra Short Term Fund Regular - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Name Rahul Singh Ritesh Nambiar
Total AUM ₹19760 Cr ₹2329 Cr
Funds Managed 9 3
LIC MF Ultra Short Term Fund Regular - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

LIC MF Ultra Short Term Fund Regular - Growth

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

LIC MF Ultra Short Term Fund Regular - Growth

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 100 100

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