UTI Short Duration Fund vs Axis Short Term Fund compare
UTI Short Duration Fund - Regular Plan - Growth Option
Axis Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹2338 Cr | ₹8781 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 19 Sep 2007 | 22 Jan 2010 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Ultra Short Duration Fund BI Index | NIFTY Short Duration Debt Index B-II |
Turn Over | 270% | 0.0% |
Expense Ratio | 0.85 | 0.89 |
Manager | Sudhir Agrawal | Devang Shah |
ISIN Code | INF789F01QA4 | INF846K01644 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.77% | 0.75% |
6 Month | 4.74% | 5.06% |
1 Year | 8.99% | 9.44% |
3 Year | 7.56% | 7.65% |
5 Year | 7.3% | 6.38% |
SIP Return Analysis
Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.66% | 2.84% |
1 Year | 9.49% | 10.1% |
3 Year | 8.19% | 8.39% |
5 Year | 7.5% | 7.08% |
Rolling Lumpsum Returns
Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.94% | 7.98% |
3 Year | 7.53% | 8.06% |
5 Year | 7.43% | 7.98% |
Risk Management
Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 2.58% | 0.998% |
Sharp | 0.59% | -0.16% |
Beta | 0.42% | 0.814% |
Alpha | 2.36% | -0.088% |
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Fund Managers
Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Sudhir Agrawal | Devang Shah |
Total AUM | ₹7736 Cr | ₹60014 Cr |
Funds Managed | 6 | 15 |
UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
UTI Short Duration Fund - Regular Plan - Growth Option |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100.01 | 100 |
Sector Allocation
Scheme Name |
UTI Short Duration Fund - Regular Plan - Growth Option |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100.01 | 100 |
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