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) | ₹17232 Cr | ₹4097 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 | 0.5% | 0.48% |
| 6 Month | 3.06% | 2.93% |
| 1 Year | 7.06% | 6.74% |
| 3 Year | 7.14% | 6.89% |
| 5 Year | 5.83% | 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 | 1.45% | 1.37% |
| 1 Year | 6.55% | 6.23% |
| 3 Year | 7.09% | 6.82% |
| 5 Year | 6.63% | 6.56% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.88% | 6.98% |
| 3 Year | 5.45% | 7.43% |
| 5 Year | 5.78% | 7.69% |
Risk Management
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.26% | 0.25% |
| Sharp | 1.61% | 0.77% |
| Beta | 0.97% | 0.88% |
| Alpha | -0.38% | -0.54% |
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 | 99.97 |
Sector Allocation
| Scheme Name |
HDFC Ultra Short Term Fund - Growth Option |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.97 |
Top Comparisons
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns24.77%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns20.91%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns7.13%
LIC MF Arbitrage Fund Regular - Growth
3Y Returns6.72%
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
3Y Returns12.82%
HSBC Business Cycles Fund - Regular Growth
3Y Returns18.84%
SBI Overnight Fund - Regular Plan - Growth
3Y Returns6.31%
Nippon India Overnight Fund - Regular Plan - Growth Option
3Y Returns6.36%