Aditya Birla Sun Life Savings Fund vs UTI Ultra Short Duration Fund compare
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹16798 Cr | ₹3448 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 17 Apr 2003 | 27 Aug 2003 |
Category | Ultra Short Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Ultra Short Duration Debt Index B-I | CRISIL Ultra Short Duration Fund BI Index |
Turn Over | 24% | 350.33% |
Expense Ratio | 0.55 | 0.93 |
Manager | Dhaval Joshi | Ritesh Nambiar |
ISIN Code | INF209K01LZ1 | INF789F01570 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 1.07% | 0.95% |
6 Month | 4.05% | 3.66% |
1 Year | 7.89% | 7.29% |
3 Year | 7.02% | 6.48% |
5 Year | 6.29% | 6.08% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 2.13% | 1.97% |
1 Year | 8.19% | 7.53% |
3 Year | 7.63% | 7.08% |
5 Year | 6.74% | 6.52% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 7.56% | 6.95% |
3 Year | 7.75% | 7.56% |
5 Year | 8.14% | 7.72% |
Risk Management
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.456% | 1.49% |
Sharp | 0.762% | 0.5% |
Beta | 2.926% | 0.39% |
Alpha | -0.357% | 1.51% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Ritesh Nambiar |
Total AUM | ₹361932 Cr | ₹2329 Cr |
Funds Managed | 55 | 3 |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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