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 Duration 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 Duration Fund - Regular Plan Growth
Fund UTI Ultra Short Duration Fund- Regular Plan - Growth Option Axis Ultra Short Duration Fund - Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹3046 Cr ₹6081 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹100
Launch Date 27 Aug 2003 10 Sep 2018
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended 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 0.94 1.17
Manager Ritesh Nambiar Aditya Pagaria
ISIN Code INF789F01570 INF846K01G23
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name UTI Ultra Short Duration Fund- Regular Plan - Growth Option Axis Ultra Short Duration Fund - Regular Plan Growth
1 Month 0.61% 0.6%
6 Month 3.58% 3.48%
1 Year 7.29% 7.12%
3 Year 5.99% 5.85%
5 Year 5.88% 5.2%

SIP Return Analysis

Scheme Name UTI Ultra Short Duration Fund- Regular Plan - Growth Option Axis Ultra Short Duration Fund - Regular Plan Growth
6 Month - -
1 Year 6.99% 6.8%
3 Year 6.68% 6.5%
5 Year 6.27% 5.69%

Rolling Lumpsum Returns

Scheme Name UTI Ultra Short Duration Fund- Regular Plan - Growth Option Axis Ultra Short Duration Fund - Regular Plan Growth
1 Year 6.93% 5.74%
3 Year 7.57% 4.6%
5 Year 7.73% 5.3%

Risk Management

Scheme Name UTI Ultra Short Duration Fund- Regular Plan - Growth Option Axis Ultra Short Duration 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 Duration 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 Duration Fund - Regular Plan Growth

Market Cap

Scheme Name

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Axis Ultra Short Duration Fund - Regular Plan Growth

Others 99.98 100

Sector Allocation

Scheme Name

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Axis Ultra Short Duration Fund - Regular Plan Growth

Others 99.98 100

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