UTI Short Duration Fund vs Nippon India Short Term Fund compare
Nippon India Short Duration Fund-Growth Plan
UTI Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Short Duration Fund-Growth Plan | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Short Duration Fund-Growth Plan | UTI Short Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Moderate |
| Asset Size (Cr) | ₹9796 Cr | ₹3374 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 23 Dec 2002 | 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 | 0.0% | 270% |
| Expense Ratio | 0.93 | 0.84 |
| Manager | Sushil Budhia | Sudhir Agrawal |
| ISIN Code | INF204K01FL4 | INF789F01QA4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Short Duration Fund-Growth Plan | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.08% | 0.07% |
| 6 Month | 2.57% | 2.36% |
| 1 Year | 7.93% | 7.38% |
| 3 Year | 7.53% | 7.35% |
| 5 Year | 6.04% | 6.84% |
SIP Return Analysis
| Scheme Name | Nippon India Short Duration Fund-Growth Plan | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.18% | 1.02% |
| 1 Year | 6.46% | 5.9% |
| 3 Year | 7.66% | 7.28% |
| 5 Year | 6.95% | 7.09% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Short Duration Fund-Growth Plan | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.62% | 7.78% |
| 3 Year | 7.68% | 7.47% |
| 5 Year | 8.03% | 7.26% |
Risk Management
| Scheme Name | Nippon India Short Duration Fund-Growth Plan | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.02% | 0.89% |
| Sharp | 0.91% | 0.86% |
| Beta | 1.47% | 1.23% |
| Alpha | -0.49% | -0.43% |
Fund Managers
| Scheme Name | Nippon India Short Duration Fund-Growth Plan | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sushil Budhia | Sudhir Agrawal |
| Total AUM | ₹29447 Cr | ₹7736 Cr |
| Funds Managed | 11 | 6 |
| Nippon India Short Duration Fund-Growth Plan | UTI Short Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Short Duration Fund-Growth Plan |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Nippon India Short Duration Fund-Growth Plan |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns6.84%
HSBC Gilt Fund - Regular Growth
3Y Returns5.56%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns15.23%
Invesco India Largecap Fund - Growth
3Y Returns16.75%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns13.91%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns13.18%
Tata Nifty Realty Index Fund - Regular (G)
3Y Returns0%
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.03%