UTI Short Duration Fund vs Sundaram Short Duration Fund Regular Growth compare
Sundaram Short Duration Fund Regular Growth
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
Chart Comparison
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 | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹194 Cr | ₹3374 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹250 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 09 May 2003 | 26 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 | 1.14 | 0.84 |
| Manager | Dwijendra Srivastava | Sudhir Agrawal |
| ISIN Code | INF173K01BA3 | INF789F01AJ9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| 1 Month | 0.19% | 0.1% |
| 6 Month | 2.31% | 2.29% |
| 1 Year | 7.26% | 7.27% |
| 3 Year | 7.32% | 7.12% |
| 5 Year | 5.72% | 6.56% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| 6 Month | 1.16% | 1.14% |
| 1 Year | 6.2% | 6.26% |
| 3 Year | 7.34% | 7.21% |
| 5 Year | 6.75% | 6.91% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| 1 Year | 7.32% | 7.58% |
| 3 Year | 7.42% | 7.42% |
| 5 Year | 7.79% | 7.61% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| Standard Deviation | 1.01% | 0.89% |
| Sharp | 0.68% | 0.60% |
| Beta | 1.37% | 1.24% |
| Alpha | -0.64% | -0.67% |
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 |
| Funds Managed | 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 | 100 | 100 |
Sector Allocation
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Franklin India Opportunities Fund - Growth
3Y Returns28.14%
Quant Quantamental Fund Regular - Growth
3Y Returns18.46%
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns7.82%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns7.43%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.98%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.98%
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
3Y Returns0%
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.26%