Tata Short Term Bond Fund vs UTI Short Duration Fund compare
Tata Short Term Bond Fund -Regular Plan- Growth Option
UTI Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata Short Term Bond Fund -Regular Plan- Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹2720 Cr | ₹2338 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 09 Aug 2002 | 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 | 1.19 | 0.85 |
Manager | Murthy Nagarajan | Sudhir Agrawal |
ISIN Code | INF277K01972 | INF789F01QA4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.35% | 1.38% |
6 Month | 4.62% | 4.6% |
1 Year | 8.87% | 8.93% |
3 Year | 6.63% | 7.07% |
5 Year | 6.06% | 7.62% |
SIP Return Analysis
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.91% | 2.86% |
1 Year | 9.58% | 9.66% |
3 Year | 7.8% | 8.11% |
5 Year | 6.41% | 7.44% |
Rolling Lumpsum Returns
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.14% | 7.94% |
3 Year | 7.01% | 7.59% |
5 Year | 7.67% | 7.42% |
Risk Management
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.085% | 2.58% |
Sharp | -0.631% | 0.59% |
Beta | 0.854% | 0.42% |
Alpha | -0.547% | 2.36% |
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Fund Managers
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Murthy Nagarajan | Sudhir Agrawal |
Total AUM | ₹18015 Cr | ₹7736 Cr |
Funds Managed | 11 | 6 |
Tata Short Term Bond Fund -Regular Plan- Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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