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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) | ₹194 Cr | ₹3381 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 | 0.52% | 0.5% |
| 6 Month | 2.46% | 2.54% |
| 1 Year | 7.46% | 7.56% |
| 3 Year | 7.41% | 7.49% |
| 5 Year | 5.75% | 6.9% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.39% | 1.38% |
| 1 Year | 6.65% | 6.75% |
| 3 Year | 7.55% | 7.59% |
| 5 Year | 6.86% | 7.25% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.32% | 7.79% |
| 3 Year | 7.43% | 7.47% |
| 5 Year | 7.79% | 7.27% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.01% | 0.89% |
| Sharp | 0.68% | 0.86% |
| Beta | 1.37% | 1.23% |
| Alpha | -0.64% | -0.43% |
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 | 99.99 |
Sector Allocation
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.99 |
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