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SBI Short Term Debt Fund vs UTI Short Duration Fund compare
SBI Short Term Debt Fund - Regular Plan -Growth
UTI Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Short Term Debt Fund - Regular Plan -Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Short Term Debt Fund - Regular Plan -Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹16453 Cr | ₹3296 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 27 Jul 2007 | 19 Sep 2007 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short Duration Fund AII Index | CRISIL Ultra Short Duration Fund BI Index |
| Turn Over | 0.0% | 270% |
| Expense Ratio | 0.85 | 0.84 |
| Manager | Pradeep Kesavan | Sudhir Agrawal |
| ISIN Code | INF200K01HZ8 | INF789F01QA4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Short Term Debt Fund - Regular Plan -Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.25% | 0.23% |
| 6 Month | 4.7% | 4.46% |
| 1 Year | 8.52% | 8.35% |
| 3 Year | 7.38% | 7.48% |
| 5 Year | 5.81% | 6.99% |
SIP Return Analysis
| Scheme Name | SBI Short Term Debt Fund - Regular Plan -Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.74% | 1.66% |
| 1 Year | 8.39% | 7.99% |
| 3 Year | 7.95% | 7.87% |
| 5 Year | 6.83% | 7.35% |
Rolling Lumpsum Returns
| Scheme Name | SBI Short Term Debt Fund - Regular Plan -Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.67% | 8.01% |
| 3 Year | 7.71% | 7.56% |
| 5 Year | 7.9% | 7.4% |
Risk Management
| Scheme Name | SBI Short Term Debt Fund - Regular Plan -Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.95% | 0.88% |
| Sharp | 0.74% | 0.93% |
| Beta | 1.14% | 1.02% |
| Alpha | -0.33% | -0.11% |
Fund Managers
| Scheme Name | SBI Short Term Debt Fund - Regular Plan -Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Sudhir Agrawal |
| Total AUM | ₹434274 Cr | ₹7736 Cr |
| Funds Managed | 43 | 6 |
| SBI Short Term Debt Fund - Regular Plan -Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Short Term Debt Fund - Regular Plan -Growth |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Short Term Debt Fund - Regular Plan -Growth |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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