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) | ₹8851 Cr | ₹3231 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 | 0.8% | 0.66% |
| 6 Month | 3.33% | 3.06% |
| 1 Year | 8.41% | 7.82% |
| 3 Year | 7.8% | 7.59% |
| 5 Year | 6.15% | 6.92% |
SIP Return Analysis
| Scheme Name | Nippon India Short Duration Fund-Growth Plan | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.5% | 1.39% |
| 1 Year | 7.97% | 7.41% |
| 3 Year | 8.06% | 7.73% |
| 5 Year | 7.08% | 7.3% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Short Duration Fund-Growth Plan | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.38% | 8.02% |
| 3 Year | 7.65% | 7.54% |
| 5 Year | 8.09% | 7.37% |
Risk Management
| Scheme Name | Nippon India Short Duration Fund-Growth Plan | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.03% | 0.89% |
| Sharp | 0.81% | 0.79% |
| Beta | 1.42% | 1.17% |
| Alpha | -0.52% | -0.43% |
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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