Mirae Asset Short Duration Fund vs UTI Short Duration Fund compare
Mirae Asset Short Duration Fund- Regular Plan -Growth
UTI Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mirae Asset Short Duration Fund- Regular Plan -Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mirae Asset Short Duration Fund- Regular Plan -Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹697 Cr | ₹3381 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹99 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 16 Mar 2018 | 19 Sep 2007 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short Duration Debt A-II Index | CRISIL Ultra Short Duration Fund BI Index |
| Turn Over | 116% | 270% |
| Expense Ratio | 1.12 | 0.84 |
| Manager | Basant Bafna | Sudhir Agrawal |
| ISIN Code | INF769K01DU2 | INF789F01QA4 |
| Exits Load | Mirae Asset Short Duration Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mirae Asset Short Duration Fund- Regular Plan -Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.51% | 0.5% |
| 6 Month | 2.45% | 2.54% |
| 1 Year | 7.65% | 7.56% |
| 3 Year | 7.18% | 7.49% |
| 5 Year | 5.51% | 6.9% |
SIP Return Analysis
| Scheme Name | Mirae Asset Short Duration Fund- Regular Plan -Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.39% | 1.38% |
| 1 Year | 6.71% | 6.75% |
| 3 Year | 7.45% | 7.59% |
| 5 Year | 6.63% | 7.25% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Short Duration Fund- Regular Plan -Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.68% | 7.79% |
| 3 Year | 5.44% | 7.47% |
| 5 Year | 5.82% | 7.27% |
Risk Management
| Scheme Name | Mirae Asset Short Duration Fund- Regular Plan -Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.99% | 2.58% |
| Sharp | 0.53% | 0.59% |
| Beta | 1.37% | 0.42% |
| Alpha | -0.89% | 2.36% |
Fund Managers
| Scheme Name | Mirae Asset Short Duration Fund- Regular Plan -Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Basant Bafna | Sudhir Agrawal |
| Total AUM | ₹1022 Cr | ₹7736 Cr |
| Funds Managed | 4 | 6 |
| Mirae Asset Short Duration Fund- Regular Plan -Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mirae Asset Short Duration Fund- Regular Plan -Growth |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.99 |
Sector Allocation
| Scheme Name |
Mirae Asset Short Duration Fund- Regular Plan -Growth |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.99 |
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