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

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tortoise-icon HDFC Ultra Short Term Fund - Growth Option

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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 HDFC Ultra Short Term Fund - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Fund HDFC Ultra Short Term Fund - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹13399 Cr ₹2239 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 05 Sep 2018 29 Aug 2003
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Ultra Short Duration Fund BI Index CRISIL Ultra Short Duration Fund BI Index
Turn Over 26% 350.33%
Expense Ratio 0.69 0.96
Manager Anil Bamboli Ritesh Nambiar
ISIN Code INF179KB11R3 INF789F01570
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Ultra Short Term Fund - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Month 0.63% 0.62%
6 Month 3.7% 3.61%
1 Year 7.43% 7.21%
3 Year 6.14% 5.9%
5 Year 5.71% 5.88%

SIP Return Analysis

Scheme Name HDFC Ultra Short Term Fund - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option
6 Month - -
1 Year 7.32% 7.11%
3 Year 6.85% 6.63%
5 Year 6.06% 6.24%

Rolling Lumpsum Returns

Scheme Name HDFC Ultra Short Term Fund - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Year 6.42% 6.93%
3 Year 5.09% 7.57%
5 Year 5.78% 7.73%

Risk Management

Scheme Name HDFC Ultra Short Term Fund - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Standard Deviation 0.54% 1.49%
Sharp 0.11% 0.5%
Beta 1.18% 0.39%
Alpha 2.43% 1.51%

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Fund Managers

Scheme Name HDFC Ultra Short Term Fund - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Name Anil Bamboli Ritesh Nambiar
Total AUM ₹135442 Cr ₹2329 Cr
Fund Manage 12 3
HDFC Ultra Short Term Fund - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Ultra Short Term Fund - Growth Option

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 100 100.03

Sector Allocation

Scheme Name

HDFC Ultra Short Term Fund - Growth Option

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 7.07 10.16
Sovereign 0.2 -
Financial 71.51 65.22
Construction 7.9 7.28
Communication 5.09 2.59
Materials 3.47 -
Energy 0.31 6
Consumer Discretionary 0.35 -
Services 0.17 1.58
Capital Goods 3.93 2.99
Consumer Staples - 2.26
Automobile - 0.12
Diversified - 1.83

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