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) | ₹18236 Cr | ₹3295 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 | 0.38% | 0.42% |
6 Month | 4.5% | 4.38% |
1 Year | 8.1% | 7.89% |
3 Year | 7.68% | 7.39% |
5 Year | 6.31% | 7.05% |
SIP Return Analysis
Scheme Name | HDFC Short Term Debt Fund - Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.35% | 1.32% |
1 Year | 7.7% | 7.45% |
3 Year | 8.03% | 7.72% |
5 Year | 7.09% | 7.27% |
Rolling Lumpsum Returns
Scheme Name | HDFC Short Term Debt Fund - Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.5% | 8.01% |
3 Year | 8.22% | 7.56% |
5 Year | 8.26% | 7.4% |
Risk Management
Scheme Name | HDFC Short Term Debt Fund - Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.96% | 2.58% |
Sharp | 0.89% | 0.59% |
Beta | 1.13% | 0.42% |
Alpha | 0.01% | 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 |
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