Axis Short Term Fund vs UTI Short Duration Fund compare

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

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tortoise-icon Axis 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 UTI Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option
Fund UTI Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹2565 Cr ₹7695 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 28 Aug 2007 22 Jan 2010
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Ultra Short Duration Fund BI Index NIFTY Short Duration Debt Index B-II
Turn Over 270% 0.0%
Expense Ratio 0.84 0.88
Manager Sudhir Agrawal Devang Shah
ISIN Code INF789F01QA4 INF846K01644
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name UTI Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option
1 Month 0.45% 0.53%
6 Month 4.05% 4.13%
1 Year 8.05% 8.07%
3 Year 5.99% 5.93%
5 Year 7.39% 6.32%

SIP Return Analysis

Scheme Name UTI Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.96% 8.07%
3 Year 7.06% 6.99%
5 Year 7.09% 6.25%

Rolling Lumpsum Returns

Scheme Name UTI Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option
1 Year 7.96% 7.93%
3 Year 7.65% 8.14%
5 Year 6% 8.01%

Risk Management

Scheme Name UTI Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option
Standard Deviation 2.58% 1.02%
Sharp 0.59% -0.17%
Beta 0.42% 1.93%
Alpha 2.36% 3.69%

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Fund Managers

Scheme Name UTI Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option
Name Sudhir Agrawal Devang Shah
Total AUM ₹7736 Cr ₹60014 Cr
Fund Manage 6 15
UTI Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

UTI Short Duration Fund - Regular Plan - Growth Option

Axis Short Duration Fund - Regular Plan - Growth Option

Others 100.03 99.96

Sector Allocation

Scheme Name

UTI Short Duration Fund - Regular Plan - Growth Option

Axis Short Duration Fund - Regular Plan - Growth Option

Others 10.16 99.96
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 -

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