- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Ultra Short Duration Fund vs HSBC Ultra Short Duration Fund compare
HSBC Ultra Short Duration Fund - Regular Growth
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | HSBC Ultra Short Duration Fund - Regular Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹2924 Cr | ₹4204 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 29 Jan 2020 | 27 Aug 2003 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra Short Duration Fund AI Index | CRISIL Ultra Short Duration Fund BI Index |
| Turn Over | 54% | 350.33% |
| Expense Ratio | 0.47 | 0.93 |
| Manager | Jalpan Shah | Ritesh Nambiar |
| ISIN Code | INF336L01OW1 | INF789F01570 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.47% | 0.47% |
| 6 Month | 3.79% | 3.61% |
| 1 Year | 7.31% | 7.01% |
| 3 Year | 7.11% | 6.84% |
| 5 Year | 5.73% | 6.11% |
SIP Return Analysis
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.5% | 1.45% |
| 1 Year | 7% | 6.7% |
| 3 Year | 7.22% | 6.96% |
| 5 Year | 6.59% | 6.57% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.97% | 6.99% |
| 3 Year | 5.48% | 7.52% |
| 5 Year | 5.67% | 7.71% |
Risk Management
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.28% | 1.49% |
| Sharp | 1.36% | 0.5% |
| Beta | 3.00% | 0.39% |
| Alpha | -0.45% | 1.51% |
Fund Managers
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Jalpan Shah | Ritesh Nambiar |
| Total AUM | ₹16521 Cr | ₹2329 Cr |
| Funds Managed | 6 | 3 |
| HSBC Ultra Short Duration Fund - Regular Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HSBC Ultra Short Duration Fund - Regular Growth |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HSBC Ultra Short Duration Fund - Regular Growth |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
3Y Returns15.83%
Kotak Multi Asset Omni FOF - Growth
3Y Returns18.42%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns34.19%
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns0%
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns6.69%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns5.83%
HDFC Low Duration Fund - Growth
3Y Returns7.13%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns7.11%
