LIC MF Ultra Short Term Fund Regular vs UTI Ultra Short Duration Fund compare
LIC MF Ultra Short Term Fund Regular - Growth
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Chart Comparison
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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