UTI Short Duration Fund vs Sundaram Short Duration Fund Regular Growth compare

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tortoise-icon Sundaram Short Duration Fund Regular Growth

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tortoise-icon UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
Fund Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹186 Cr ₹2359 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹250 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 01 Jan 2013 24 Jun 2003
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark Nifty Short duration Debt Index A-II CRISIL Short Duration Fund AII Index
Turn Over % 126.45%
Expense Ratio 0.85 0.79
Manager Dwijendra Srivastava Sudhir Agrawal
ISIN Code INF173K01BA3 INF789F01AJ9
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
1 Month 0.73% 0.63%
6 Month 3.81% 3.88%
1 Year 7.36% 7.31%
3 Year 7.87% 6.75%
5 Year 7.47% 4.66%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
6 Month - -
1 Year 3.22% 3.14%
3 Year 9.27% 9.47%
5 Year 15.42% 17.44%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
1 Year 5.59% 6.29%
3 Year 12.56% 14.48%
5 Year 15.89% 17.86%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
Standard Deviation 3.92% 2.57%
Sharp 0.5% 0.59%
Beta -0.1% 0.38%
Alpha 1.76% 2.23%

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Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
Name Dwijendra Srivastava Sudhir Agrawal
Total AUM ₹14140 Cr ₹7736 Cr
Fund Manage 14 6
Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option

Others 99.99 99.99

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option

Others 0.27 6.25
Financial - 71.32
Energy - 4.36
Construction - 9.42
Consumer Staples - 3.73
Communication - 0.68
Automobile - 1.04
Capital Goods - 2.97
Services - 0.22

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