SBI Magnum Low Duration Fund vs UTI Low Duration Fund compare
SBI Magnum Low Duration Fund - Regular Plan - Growth
UTI Low Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹15812 Cr | ₹3211 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 27 Jul 2007 | 23 Apr 2007 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Low Duration Fund BI Index | CRISIL Low Duration Fund AI Index |
| Turn Over | 24% | 252.27% |
| Expense Ratio | 0.97 | 0.46 |
| Manager | Pradeep Kesavan | Anurag Mittal |
| ISIN Code | INF200K01MO2 | INF789F01OT9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.37% | 0.39% |
| 6 Month | 4.02% | 4.22% |
| 1 Year | 7.61% | 8.14% |
| 3 Year | 6.99% | 7.34% |
| 5 Year | 5.57% | 7.04% |
SIP Return Analysis
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.74% | 1.82% |
| 1 Year | 7.57% | 7.95% |
| 3 Year | 7.33% | 7.72% |
| 5 Year | 6.49% | 7.38% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.68% | 8.16% |
| 3 Year | 7.5% | 7.34% |
| 5 Year | 8.04% | 7.94% |
Risk Management
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.42% | 0.44% |
| Sharp | 0.70% | 1.45% |
| Beta | 4.68% | 4.47% |
| Alpha | -0.99% | -0.60% |
Fund Managers
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Anurag Mittal |
| Total AUM | ₹434274 Cr | ₹35669 Cr |
| Funds Managed | 43 | 7 |
| SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Magnum Low Duration Fund - Regular Plan - Growth |
UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Magnum Low Duration Fund - Regular Plan - Growth |
UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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