Axis Ultra Short Term Fund vs UTI Ultra Short Duration Fund compare

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

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tortoise-icon Axis Ultra Short Term Fund - Regular Plan Growth

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Chart Comparison

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

Overview

Scheme Name UTI Ultra Short Duration Fund- Regular Plan - Growth Option Axis Ultra Short Term Fund - Regular Plan Growth
Fund UTI Ultra Short Duration Fund- Regular Plan - Growth Option Axis Ultra Short Term Fund - Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹2239 Cr ₹4594 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹100
Launch Date 29 Aug 2003 05 Sep 2018
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended
Benchmark CRISIL Ultra Short Duration Fund BI Index NIFTY Ultra Short Duration Debt Index B-I
Turn Over 350.33% 0.0%
Expense Ratio 0.96 1.16
Manager Ritesh Nambiar Aditya Pagaria
ISIN Code INF789F01570 INF846K01G23
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name UTI Ultra Short Duration Fund- Regular Plan - Growth Option Axis Ultra Short Term Fund - Regular Plan Growth
1 Month 0.59% 0.56%
6 Month 3.59% 3.49%
1 Year 7.04% 6.83%
3 Year 6.57% 5.42%
5 Year 5.97% 5.2%

SIP Return Analysis

Scheme Name UTI Ultra Short Duration Fund- Regular Plan - Growth Option Axis Ultra Short Term Fund - Regular Plan Growth
6 Month - -
1 Year 3.19% 3.12%
3 Year 9.65% 9.14%
5 Year 15.92% 14.04%

Rolling Lumpsum Returns

Scheme Name UTI Ultra Short Duration Fund- Regular Plan - Growth Option Axis Ultra Short Term Fund - Regular Plan Growth
1 Year 5.23% 4.55%
3 Year 13.01% 11.29%
5 Year 16.28% 14.39%

Risk Management

Scheme Name UTI Ultra Short Duration Fund- Regular Plan - Growth Option Axis Ultra Short Term Fund - Regular Plan Growth
Standard Deviation 1.49% 0.53%
Sharp 0.5% -0.59%
Beta 0.39% 1.17%
Alpha 1.51% 2.03%

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Fund Managers

Scheme Name UTI Ultra Short Duration Fund- Regular Plan - Growth Option Axis Ultra Short Term Fund - Regular Plan Growth
Name Ritesh Nambiar Aditya Pagaria
Total AUM ₹2329 Cr ₹0 Cr
Fund Manage 3 15
UTI Ultra Short Duration Fund- Regular Plan - Growth Option Axis Ultra Short Term Fund - Regular Plan Growth

Market Cap

Scheme Name

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Axis Ultra Short Term Fund - Regular Plan Growth

Others 100.03 100.03

Sector Allocation

Scheme Name

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Axis Ultra Short Term Fund - Regular Plan Growth

Others 10.16 100.03
Financial 65.22 -
Energy 6 -
Construction 7.28 -
Communication 2.59 -
Diversified 1.83 -
Capital Goods 2.99 -
Services 1.58 -
Consumer Staples 2.26 -
Automobile 0.12 -

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