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) | ₹3295 Cr | ₹12129 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 | 0.84 | 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 | 0.42% | 0.42% |
6 Month | 4.38% | 4.76% |
1 Year | 7.89% | 8.5% |
3 Year | 7.39% | 7.52% |
5 Year | 7.05% | 6.13% |
SIP Return Analysis
Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.32% | 1.45% |
1 Year | 7.45% | 8.15% |
3 Year | 7.72% | 8.04% |
5 Year | 7.27% | 7.01% |
Rolling Lumpsum Returns
Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.01% | 8.02% |
3 Year | 7.56% | 8.01% |
5 Year | 7.4% | 7.97% |
Risk Management
Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 2.58% | 1.02% |
Sharp | 0.59% | 0.67% |
Beta | 0.42% | 1.21% |
Alpha | 2.36% | -0.21% |
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 | 100 |
Sector Allocation
Scheme Name |
UTI Short Duration Fund - Regular Plan - Growth Option |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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