UTI Short Duration Fund vs UTI Short Duration Fund compare

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

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tortoise-icon UTI Short Duration Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option UTI Short Duration Fund - Regular Plan - Growth Option
Fund UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option UTI Short Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹2359 Cr ₹2565 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 24 Jun 2003 28 Aug 2007
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Short Duration Fund AII Index CRISIL Ultra Short Duration Fund BI Index
Turn Over 126.45% 270%
Expense Ratio 0.79 0.84
Manager Sudhir Agrawal Sudhir Agrawal
ISIN Code INF789F01AJ9 INF789F01QA4
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option UTI Short Duration Fund - Regular Plan - Growth Option
1 Month 0.63% 0.73%
6 Month 3.88% 3.76%
1 Year 7.31% 7.72%
3 Year 6.75% 7.26%
5 Year 4.66% 7.48%

SIP Return Analysis

Scheme Name UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option UTI Short Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.14% 3.31%
3 Year 9.47% 10.01%
5 Year 17.44% 18.46%

Rolling Lumpsum Returns

Scheme Name UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option UTI Short Duration Fund - Regular Plan - Growth Option
1 Year 6.29% 6.62%
3 Year 14.48% 15.31%
5 Year 17.86% 18.91%

Risk Management

Scheme Name UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option UTI Short Duration Fund - Regular Plan - Growth Option
Standard Deviation 2.57% 2.58%
Sharp 0.59% 0.59%
Beta 0.38% 0.42%
Alpha 2.23% 2.36%

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Fund Managers

Scheme Name UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option UTI Short Duration Fund - Regular Plan - Growth Option
Name Sudhir Agrawal Sudhir Agrawal
Total AUM ₹7736 Cr ₹7736 Cr
Fund Manage 6 6
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option UTI Short Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

UTI Short Duration Fund - Regular Plan - Growth Option

Others 99.99 100.03

Sector Allocation

Scheme Name

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

UTI Short Duration Fund - Regular Plan - Growth Option

Others 6.25 10.16
Financial 71.32 65.22
Energy 4.36 6
Construction 9.42 7.28
Capital Goods 2.97 2.99
Consumer Staples 3.73 2.26
Automobile 1.04 0.12
Communication 0.68 2.59
Services 0.22 1.58
Diversified - 1.83

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