Aditya Birla Sun Life Savings Fund vs UTI Ultra Short Duration Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Invest Now

tortoise-icon UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹12922 Cr ₹2239 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 27 Nov 2001 29 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 0.96
Manager Dhaval Joshi Ritesh Nambiar
ISIN Code INF209K01LZ1 INF789F01570
Exits Load Nil/365 Nil/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 0.61% 0.55%
6 Month 3.78% 3.53%
1 Year 7.72% 7.18%
3 Year 6.42% 5.92%
5 Year 6.08% 5.88%

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 - -
1 Year 7.26% -
3 Year 7.02% -
5 Year 6.32% -

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 7.51% 6.93%
3 Year 7.76% 7.57%
5 Year 8.19% 7.73%

Risk Management

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Standard Deviation 0.54% 1.49%
Sharp 0.64% 0.5%
Beta 1.14% 0.39%
Alpha 2.62% 1.51%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 100.07 100.03

Sector Allocation

Scheme Name

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 100.07 10.16
Financial - 65.22
Construction - 7.28
Consumer Staples - 2.26
Energy - 6
Communication - 2.59
Automobile - 0.12
Diversified - 1.83
Capital Goods - 2.99
Services - 1.58

Top Comparisons

Franklin India Corporate Debt Fund - Growth Franklin India Corporate Debt Fund - Growth

3Y Returns5.63%

VS

UTI Corporate Bond Fund - Regular Plan - Growth Option UTI Corporate Bond Fund - Regular Plan - Growth Option

3Y Returns5.86%

Compare Now

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns13.25%

VS

LIC MF Flexi Cap Fund-Regular Plan-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth

3Y Returns13.25%

Compare Now

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns4.68%

VS

SBI Dynamic Bond Fund - Regular Plan - Growth SBI Dynamic Bond Fund - Regular Plan - Growth

3Y Returns6.38%

Compare Now

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns20.6%

VS

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns20.46%

Compare Now
Request call back
Add to Cart Successfully