Sundaram Short Duration Fund Regular Growth vs UTI Short Duration Fund compare
Sundaram Short Duration Fund Regular Growth
UTI Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹217 Cr | ₹2338 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 | 0.85 |
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 | 1.41% | 1.35% |
6 Month | 4.67% | 4.6% |
1 Year | 9.35% | 8.94% |
3 Year | 6.98% | 7.07% |
5 Year | 6.45% | 7.65% |
SIP Return Analysis
Scheme Name | Sundaram Short Duration Fund Regular Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.84% | 2.86% |
1 Year | 9.76% | 9.66% |
3 Year | 8.1% | 8.11% |
5 Year | 6.88% | 7.44% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.04% | 7.94% |
3 Year | 7.28% | 7.59% |
5 Year | 7.81% | 7.42% |
Risk Management
Scheme Name | Sundaram Short Duration Fund Regular Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.013% | 2.58% |
Sharp | -0.227% | 0.59% |
Beta | 0.712% | 0.42% |
Alpha | -0.204% | 2.36% |
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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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