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) | ₹15622 Cr | ₹3125 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 | 0.38% | 0.43% |
6 Month | 3.98% | 4.19% |
1 Year | 7.42% | 7.84% |
3 Year | 7% | 7.35% |
5 Year | 5.61% | 7.07% |
SIP Return Analysis
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.45% | 1.56% |
1 Year | 7.11% | 7.55% |
3 Year | 7.21% | 7.62% |
5 Year | 6.46% | 7.32% |
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% | 8.16% |
3 Year | 7.5% | 7.34% |
5 Year | 8.04% | 7.94% |
Risk Management
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.44% | 0.45% |
Sharp | 0.59% | 1.30% |
Beta | 4.83% | 4.59% |
Alpha | -1.04% | -0.61% |
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 |
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