UTI Low Duration Fund vs HSBC Low Duration Fund compare
HSBC Low Duration Fund - Regular Growth
UTI Low Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Moderate |
Asset Size (Cr) | ₹848 Cr | ₹3125 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹0 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 04 Dec 2010 | 23 Apr 2007 |
Category | Low Duration | Low Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Low Duration Debt Index B-I | CRISIL Low Duration Fund AI Index |
Turn Over | 30% | 252.27% |
Expense Ratio | 1.09 | 0.46 |
Manager | Mahesh A Chhabria | Anurag Mittal |
ISIN Code | INF677K01452 | INF789F01OT9 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.45% | 0.49% |
6 Month | 5.34% | 4.17% |
1 Year | 8.89% | 7.83% |
3 Year | 7.64% | 7.37% |
5 Year | 6.07% | 7.07% |
SIP Return Analysis
Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.75% | 1.56% |
1 Year | 8.97% | 7.55% |
3 Year | 8.18% | 7.62% |
5 Year | 7.1% | 7.32% |
Rolling Lumpsum Returns
Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.44% | 8.16% |
3 Year | 7.2% | 7.34% |
5 Year | 7.35% | 7.94% |
Risk Management
Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.99% | 0.45% |
Sharp | 0.83% | 1.30% |
Beta | 8.90% | 4.59% |
Alpha | -1.54% | -0.61% |
Fund Managers
Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Mahesh A Chhabria | Anurag Mittal |
Total AUM | ₹15021 Cr | ₹35669 Cr |
Funds Managed | 9 | 7 |
HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HSBC Low Duration Fund - Regular Growth |
UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
HSBC Low Duration Fund - Regular Growth |
UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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