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Sundaram Short Duration Fund Regular Growth vs UTI Short Duration Fund compare

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tortoise-icon Sundaram Short Duration Fund Regular Growth

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tortoise-icon UTI Short Duration Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Regular Plan - Growth Option
Fund Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹215 Cr ₹3296 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹250 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 09 May 2003 19 Sep 2007
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark Nifty Short duration Debt Index A-II CRISIL Ultra Short Duration Fund BI Index
Turn Over % 270%
Expense Ratio 1.14 0.84
Manager Dwijendra Srivastava Sudhir Agrawal
ISIN Code INF173K01BA3 INF789F01QA4
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Regular Plan - Growth Option
1 Month 0.04% 0.17%
6 Month 4.21% 4.42%
1 Year 8.17% 8.26%
3 Year 7.31% 7.44%
5 Year 5.8% 6.99%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Regular Plan - Growth Option
6 Month 1.58% 1.66%
1 Year 7.77% 7.99%
3 Year 7.81% 7.87%
5 Year 6.81% 7.35%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Regular Plan - Growth Option
1 Year 7.13% 8.01%
3 Year 7.27% 7.56%
5 Year 7.79% 7.4%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Regular Plan - Growth Option
Standard Deviation 0.97% 2.58%
Sharp 0.73% 0.59%
Beta 1.09% 0.42%
Alpha -0.28% 2.36%

Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Regular Plan - Growth Option
Name Dwijendra Srivastava Sudhir Agrawal
Total AUM ₹14140 Cr ₹7736 Cr
Funds Managed 14 6
Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

UTI Short Duration Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

UTI Short Duration Fund - Regular Plan - Growth Option

Others 100 100

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