UTI Short Duration Fund vs HDFC Short Term Debt Fund compare
HDFC Short Term Debt Fund - Growth Option
UTI Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Short Term Debt Fund - Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Short Term Debt Fund - Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹18412 Cr | ₹3374 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 25 Jun 2010 | 19 Sep 2007 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short Duration Fund BII Index | CRISIL Ultra Short Duration Fund BI Index |
| Turn Over | 9.03% | 270% |
| Expense Ratio | 0.74 | 0.84 |
| Manager | Anil Bamboli | Sudhir Agrawal |
| ISIN Code | INF179K01CU6 | INF789F01QA4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Short Term Debt Fund - Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.2% | 0.13% |
| 6 Month | 2.69% | 2.41% |
| 1 Year | 7.81% | 7.3% |
| 3 Year | 7.75% | 7.4% |
| 5 Year | 6.13% | 6.86% |
SIP Return Analysis
| Scheme Name | HDFC Short Term Debt Fund - Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.34% | 1.14% |
| 1 Year | 6.88% | 6.26% |
| 3 Year | 7.81% | 7.38% |
| 5 Year | 7.13% | 7.13% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Short Term Debt Fund - Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.48% | 7.79% |
| 3 Year | 8.09% | 7.47% |
| 5 Year | 8.25% | 7.27% |
Risk Management
| Scheme Name | HDFC Short Term Debt Fund - Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.90% | 0.89% |
| Sharp | 1.23% | 0.86% |
| Beta | 1.28% | 1.23% |
| Alpha | -0.14% | -0.43% |
Fund Managers
| Scheme Name | HDFC Short Term Debt Fund - Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Anil Bamboli | Sudhir Agrawal |
| Total AUM | ₹135442 Cr | ₹7736 Cr |
| Funds Managed | 12 | 6 |
| HDFC Short Term Debt Fund - Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Short Term Debt Fund - Growth Option |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Short Term Debt Fund - Growth Option |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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