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) | ₹8739 Cr | ₹3296 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 | 0.25% | 0.23% |
6 Month | 4.78% | 4.46% |
1 Year | 8.76% | 8.35% |
3 Year | 7.47% | 7.48% |
5 Year | 6.2% | 6.99% |
SIP Return Analysis
Scheme Name | Nippon India Short Duration Fund-Growth Plan | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.79% | 1.66% |
1 Year | 8.59% | 7.99% |
3 Year | 8.15% | 7.87% |
5 Year | 7.03% | 7.35% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Short Duration Fund-Growth Plan | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.37% | 8.01% |
3 Year | 7.66% | 7.56% |
5 Year | 8.11% | 7.4% |
Risk Management
Scheme Name | Nippon India Short Duration Fund-Growth Plan | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.03% | 2.58% |
Sharp | 0.82% | 0.59% |
Beta | 1.26% | 0.42% |
Alpha | -0.30% | 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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