UTI Ultra Short Duration Fund vs HDFC Ultra Short Term Fund compare
HDFC Ultra Short Term Fund - Growth Option
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Ultra Short Term Fund - Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹18875 Cr | ₹4788 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 25 Sep 2018 | 27 Aug 2003 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra Short Duration Fund BI Index | CRISIL Ultra Short Duration Fund BI Index |
| Turn Over | 26% | 350.33% |
| Expense Ratio | 0.69 | 0.93 |
| Manager | Anil Bamboli | Ritesh Nambiar |
| ISIN Code | INF179KB11R3 | INF789F01570 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.37% | 0.37% |
| 6 Month | 2.93% | 2.79% |
| 1 Year | 6.96% | 6.66% |
| 3 Year | 7.1% | 6.86% |
| 5 Year | 5.84% | 6.16% |
SIP Return Analysis
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.35% | 1.31% |
| 1 Year | 6.31% | 6.05% |
| 3 Year | 7% | 6.74% |
| 5 Year | 6.6% | 6.53% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.89% | 6.98% |
| 3 Year | 5.47% | 7.42% |
| 5 Year | 5.78% | 7.68% |
Risk Management
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.54% | 1.49% |
| Sharp | 0.11% | 0.5% |
| Beta | 1.18% | 0.39% |
| Alpha | 2.43% | 1.51% |
Fund Managers
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Anil Bamboli | Ritesh Nambiar |
| Total AUM | ₹135442 Cr | ₹2329 Cr |
| Funds Managed | 12 | 3 |
| HDFC Ultra Short Term Fund - Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Ultra Short Term Fund - Growth Option |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Ultra Short Term Fund - Growth Option |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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