- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 0.96% | 1.04% |
| 6 Month | 5.02% | 5.01% |
| 1 Year | 9.02% | 9.23% |
| 3 Year | 7.09% | 7.5% |
| 5 Year | 5.9% | 7.42% |
SIP Return Analysis
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.93% | 2.96% |
| 1 Year | 9.82% | 10.01% |
| 3 Year | 7.93% | 8.28% |
| 5 Year | 6.52% | 7.55% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 99.99 |
Sector Allocation
| Scheme Name |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.99 |
Top Comparisons
Kotak Bluechip Fund - Growth
3Y Returns17.8%
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option
3Y Returns17.9%
ITI Banking and PSU Fund Regular - Growth
3Y Returns7.07%
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
3Y Returns7.18%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.64%
Mirae Asset Arbitrage Fund Regular Growth
3Y Returns6.58%
Franklin India Floating Rate Fund - Growth Plan
3Y Returns7.83%
Kotak Floating Rate Fund-Regular Plan-Growth Option
3Y Returns7.73%
