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

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

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

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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 0.62% 0.6%
6 Month 3.83% 3.56%
1 Year 7.47% 7.05%
3 Year 6.06% 6.6%
5 Year 6.07% 5.93%

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 3.42% 3.19%
3 Year 10.14% 9.65%
5 Year 16.16% 15.92%

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 5.37% 5.23%
3 Year 13.05% 13.01%
5 Year 16.55% 16.28%

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%

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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
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 94.05 100.03

Sector Allocation

Scheme Name

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 8.57 10.16
Sovereign 1.89 -
Financial 64.03 65.22
Construction 6.65 7.28
Communication 6.88 2.59
Consumer Staples 5.52 2.26
Energy 0.51 6
Automobile - 0.12
Diversified - 1.83
Capital Goods - 2.99
Services - 1.58

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