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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) | ₹3436 Cr | ₹3381 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 | 0.84 |
| 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 | 0.46% | 0.49% |
| 6 Month | 2.07% | 2.55% |
| 1 Year | 7.3% | 7.84% |
| 3 Year | 7.05% | 7.5% |
| 5 Year | 5.27% | 6.89% |
SIP Return Analysis
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.34% | 1.49% |
| 1 Year | 6.24% | 7% |
| 3 Year | 7.09% | 7.63% |
| 5 Year | 6.39% | 7.25% |
Rolling Lumpsum Returns
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.38% | 7.79% |
| 3 Year | 7.1% | 7.47% |
| 5 Year | 7.65% | 7.27% |
Risk Management
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.16% | 2.58% |
| Sharp | -0.58% | 0.59% |
| Beta | 2.21% | 0.42% |
| Alpha | 3.77% | 2.36% |
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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