UTI Ultra Short Duration Fund vs SBI Magnum Ultra Short Duration Fund compare
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹14505 Cr | ₹4097 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 21 May 1999 | 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 | 24% | 350.33% |
| Expense Ratio | 0.55 | 0.93 |
| Manager | Pradeep Kesavan | Ritesh Nambiar |
| ISIN Code | INF200K01LJ4 | INF789F01570 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.5% | 0.48% |
| 6 Month | 3.22% | 3.07% |
| 1 Year | 7.09% | 6.81% |
| 3 Year | 7.16% | 6.91% |
| 5 Year | 5.76% | 6.14% |
SIP Return Analysis
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.48% | 1.41% |
| 1 Year | 6.72% | 6.41% |
| 3 Year | 7.13% | 6.87% |
| 5 Year | 6.62% | 6.58% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.22% | 6.98% |
| 3 Year | 7.06% | 7.43% |
| 5 Year | 6.83% | 7.69% |
Risk Management
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.24% | 0.24% |
| Sharp | 1.81% | 0.78% |
| Beta | 0.88% | 0.87% |
| Alpha | -0.31% | -0.55% |
Fund Managers
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Ritesh Nambiar |
| Total AUM | ₹434274 Cr | ₹2329 Cr |
| Funds Managed | 43 | 3 |
| SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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