UTI Short Duration Fund vs DSP Short Term Fund compare
DSP Short Term Fund - Regular Plan - Growth
UTI Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | DSP Short Term Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | DSP Short Term Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹3970 Cr | ₹3374 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 09 Sep 2002 | 19 Sep 2007 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short Duration Fund AII Index | CRISIL Ultra Short Duration Fund BI Index |
| Turn Over | 0.0% | 270% |
| Expense Ratio | 0.95 | 0.84 |
| Manager | Laukik Bagwe | Sudhir Agrawal |
| ISIN Code | INF740K01656 | INF789F01QA4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Short Term Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | - | 0.07% |
| 6 Month | 2.29% | 2.45% |
| 1 Year | 7.32% | 7.42% |
| 3 Year | 7.17% | 7.39% |
| 5 Year | 5.45% | 6.86% |
SIP Return Analysis
| Scheme Name | DSP Short Term Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.06% | 1.11% |
| 1 Year | 5.74% | 5.95% |
| 3 Year | 7.13% | 7.31% |
| 5 Year | 6.5% | 7.1% |
Rolling Lumpsum Returns
| Scheme Name | DSP Short Term Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7% | 7.78% |
| 3 Year | 6.87% | 7.47% |
| 5 Year | 7.09% | 7.26% |
Risk Management
| Scheme Name | DSP Short Term Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.11% | 2.58% |
| Sharp | -0.59% | 0.59% |
| Beta | 2.14% | 0.42% |
| Alpha | 3.64% | 2.36% |
Fund Managers
| Scheme Name | DSP Short Term Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Laukik Bagwe | Sudhir Agrawal |
| Total AUM | ₹12579 Cr | ₹7736 Cr |
| Funds Managed | 10 | 6 |
| DSP Short Term Fund - Regular Plan - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
DSP Short Term Fund - Regular Plan - Growth |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
DSP Short Term Fund - Regular Plan - Growth |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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