UTI Short Duration Fund vs UTI Short Duration Fund compare
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
UTI Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹3296 Cr | ₹3296 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 26 Jun 2003 | 19 Sep 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 | 0.84 | 0.84 |
Manager | Sudhir Agrawal | Sudhir Agrawal |
ISIN Code | INF789F01AJ9 | INF789F01QA4 |
Exits Load | Data not available./365 | Data not available./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 | 0.39% | 0.39% |
6 Month | 4.38% | 4.38% |
1 Year | 7.87% | 7.93% |
3 Year | 7.1% | 7.36% |
5 Year | 6.75% | 7.05% |
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 | 1.32% | 1.32% |
1 Year | 7.45% | 7.45% |
3 Year | 7.52% | 7.72% |
5 Year | 7.02% | 7.27% |
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 | 7.43% | 8.01% |
3 Year | 7.41% | 7.56% |
5 Year | 7.61% | 7.4% |
Risk Management
Scheme Name | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.93% | 2.58% |
Sharp | 0.33% | 0.59% |
Beta | 1.05% | 0.42% |
Alpha | -0.46% | 2.36% |
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 |
Funds Managed | 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 | 100 | 100 |
Sector Allocation
Scheme Name |
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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