UTI Low Duration Fund vs SBI Magnum Low Duration Fund compare
SBI Magnum Low Duration Fund - Regular Plan - Growth
UTI Low Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹12254 Cr | ₹3348 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 27 Jul 2007 | 23 Apr 2007 |
Category | Low Duration | Low Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Low Duration Fund BI Index | CRISIL Low Duration Fund AI Index |
Turn Over | 24% | 252.27% |
Expense Ratio | 0.97 | 0.46 |
Manager | Pradeep Kesavan | Anurag Mittal |
ISIN Code | INF200K01MO2 | INF789F01OT9 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.68% | 0.73% |
6 Month | 4.03% | 4.27% |
1 Year | 7.8% | 8.28% |
3 Year | 6.85% | 7.24% |
5 Year | 5.67% | 7.18% |
SIP Return Analysis
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.26% | 2.38% |
1 Year | 8.21% | 8.71% |
3 Year | 7.4% | 7.8% |
5 Year | 6.38% | 7.39% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.68% | 8.13% |
3 Year | 7.51% | 7.37% |
5 Year | 8.06% | 7.96% |
Risk Management
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.549% | 0.514% |
Sharp | -0.743% | 0.295% |
Beta | 4.186% | 3.65% |
Alpha | -1.121% | -0.618% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Anurag Mittal |
Total AUM | ₹434274 Cr | ₹35669 Cr |
Funds Managed | 43 | 7 |
SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Magnum Low Duration Fund - Regular Plan - Growth |
UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Magnum Low Duration Fund - Regular Plan - Growth |
UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
Franklin India Bluechip Fund-Growth
3Y Returns17.44%
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option
3Y Returns19.29%
Aditya Birla Sun Life MidCap Fund-Growth
3Y Returns21.86%
Quant Mid Cap Fund-Growth
3Y Returns23.98%
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth
3Y Returns18.8%
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth
3Y Returns17.92%
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
3Y Returns0%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns18.65%