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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 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

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