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) | ₹17622 Cr | ₹3231 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 | 0.67% | 0.54% |
| 6 Month | 3.68% | 3.42% |
| 1 Year | 8.26% | 7.84% |
| 3 Year | 7.88% | 7.54% |
| 5 Year | 6.22% | 6.93% |
SIP Return Analysis
| Scheme Name | HDFC Short Term Debt Fund - Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.49% | 1.3% |
| 1 Year | 7.7% | 7.14% |
| 3 Year | 8.1% | 7.69% |
| 5 Year | 7.24% | 7.29% |
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 | 8.11% | 7.47% |
| 5 Year | 8.25% | 7.28% |
Risk Management
| Scheme Name | HDFC Short Term Debt Fund - Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.90% | 2.58% |
| Sharp | 1.28% | 0.59% |
| Beta | 1.26% | 0.42% |
| Alpha | -0.16% | 2.36% |
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 |
Top Comparisons
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
3Y Returns13.92%
Axis Children's Fund - Lock in - Growth
3Y Returns10.34%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns27.14%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns16.17%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns15.84%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns20.76%
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth
3Y Returns15.09%
Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth
3Y Returns17.81%