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) | ₹3231 Cr | ₹3231 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 | 0.57% | 0.66% |
| 6 Month | 3.07% | 3.07% |
| 1 Year | 7.79% | 7.79% |
| 3 Year | 7.3% | 7.55% |
| 5 Year | 6.64% | 6.93% |
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 | 0.79% | 0.79% |
| 1 Year | 5.93% | 5.93% |
| 3 Year | 7.1% | 7.28% |
| 5 Year | 6.79% | 7.03% |
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 | 7.46% | 8.02% |
| 3 Year | 7.39% | 7.54% |
| 5 Year | 7.61% | 7.37% |
Risk Management
| Scheme Name | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.89% | 2.58% |
| Sharp | 0.51% | 0.59% |
| Beta | 1.18% | 0.42% |
| Alpha | -0.68% | 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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