- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1270 Cr | ₹3184 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹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 | 0.33% | 0.36% |
| 6 Month | 2.69% | 2.88% |
| 1 Year | 8.41% | 7.44% |
| 3 Year | 7.65% | 7.41% |
| 5 Year | 6.06% | 7.13% |
SIP Return Analysis
| Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.33% | 1.47% |
| 1 Year | 6.96% | 6.69% |
| 3 Year | 7.79% | 7.41% |
| 5 Year | 7.1% | 7.24% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.49% | 8.05% |
| 3 Year | 7.6% | 7.36% |
| 5 Year | 7.21% | 7.9% |
Risk Management
| Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.68% | 2.54% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 |
Top Comparisons
Bandhan Small Cap Fund Regular Growth
3Y Returns30.8%
Motilal Oswal Small Cap Fund - Regular (G)
3Y Returns0%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns12.2%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns12.97%
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
3Y Returns25.49%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns22.13%
