Nippon India Short Term Fund vs UTI Short Duration Fund compare
Nippon India Short Duration Fund-Growth Plan
UTI Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Short Duration Fund-Growth Plan | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Short Duration Fund-Growth Plan | UTI Short Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Moderate |
| Asset Size (Cr) | ₹9195 Cr | ₹3381 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 23 Dec 2002 | 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 | 0.0% | 270% |
| Expense Ratio | 0.93 | 0.84 |
| Manager | Sushil Budhia | Sudhir Agrawal |
| ISIN Code | INF204K01FL4 | INF789F01QA4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Short Duration Fund-Growth Plan | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.18% | 0.14% |
| 6 Month | 2.56% | 2.33% |
| 1 Year | 7.92% | 7.29% |
| 3 Year | 7.57% | 7.4% |
| 5 Year | 6.06% | 6.86% |
SIP Return Analysis
| Scheme Name | Nippon India Short Duration Fund-Growth Plan | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.58% | 1.38% |
| 1 Year | 7.41% | 6.75% |
| 3 Year | 7.98% | 7.59% |
| 5 Year | 7.11% | 7.25% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Short Duration Fund-Growth Plan | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.61% | 7.79% |
| 3 Year | 7.68% | 7.47% |
| 5 Year | 8.03% | 7.27% |
Risk Management
| Scheme Name | Nippon India Short Duration Fund-Growth Plan | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.15% | 2.58% |
| Sharp | -0.23% | 0.59% |
| Beta | 2.11% | 0.42% |
| Alpha | 3.97% | 2.36% |
Fund Managers
| Scheme Name | Nippon India Short Duration Fund-Growth Plan | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sushil Budhia | Sudhir Agrawal |
| Total AUM | ₹29447 Cr | ₹7736 Cr |
| Funds Managed | 11 | 6 |
| Nippon India Short Duration Fund-Growth Plan | UTI Short Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Short Duration Fund-Growth Plan |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Nippon India Short Duration Fund-Growth Plan |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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