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Aditya Birla Sun Life Short Term Fund vs UTI Short Duration Fund compare
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate Risk | Moderate Risk |
| Asset Size (Cr) | ₹8141 Cr | ₹2338 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 09 May 2003 | 26 Jun 2003 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Debt Index B-II | CRISIL Short Duration Fund AII Index |
| Turn Over | 78% | 126.45% |
| Expense Ratio | 0.95 | 0.84 |
| Manager | Dhaval Joshi | Sudhir Agrawal |
| ISIN Code | INF209K01942 | INF789F01AJ9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| 1 Month | 0.63% | 0.63% |
| 6 Month | 3.72% | 3.62% |
| 1 Year | 7.7% | 7.16% |
| 3 Year | 6.47% | 6.04% |
| 5 Year | 6.73% | 6.92% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.63% | 7.15% |
| 3 Year | 7.25% | 6.87% |
| 5 Year | 6.57% | 6.68% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| 1 Year | 7.11% | 7.4% |
| 3 Year | 7.54% | 7.51% |
| 5 Year | 8.01% | 7.64% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| Standard Deviation | 0.954% | 0.913% |
| Sharp | 0.057% | -0.535% |
| Beta | 0.73% | 0.639% |
| Alpha | 0.042% | -0.417% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| Name | Dhaval Joshi | Sudhir Agrawal |
| Total AUM | ₹361932 Cr | ₹7736 Cr |
| Fund Manage | 55 | 6 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| Others | 100.07 | 99.99 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| Others | 4.03 | 6.25 |
| Sovereign | 31.81 | - |
| Energy | 0.9 | 4.36 |
| Construction | 9.39 | 9.42 |
| Financial | 49.15 | 71.32 |
| Services | 0.34 | 0.22 |
| Communication | 4.45 | 0.68 |
| Consumer Staples | - | 3.73 |
| Automobile | - | 1.04 |
| Capital Goods | - | 2.97 |
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