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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) ₹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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