HSBC Low Duration Fund vs UTI Low Duration Fund compare

Link copied to clipboard!

tortoise-icon HSBC Low Duration Fund - Regular Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name HSBC Low Duration Fund - Regular Growth UTI Low Duration Fund - Regular Plan - Growth Option
Fund HSBC Low Duration Fund - Regular Growth UTI Low Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹512 Cr ₹2428 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 01 Jan 2013 21 Mar 2003
Category Low Duration Low Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Low Duration Debt Index B-I CRISIL Low Duration Fund AI Index
Turn Over 30% 252.27%
Expense Ratio 0.64 0.44
Manager Mahesh A Chhabria Anurag Mittal
ISIN Code INF677K01452 INF789F01OT9
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HSBC Low Duration Fund - Regular Growth UTI Low Duration Fund - Regular Plan - Growth Option
1 Month 0.61% 0.64%
6 Month 3.79% 3.72%
1 Year 7.31% 7.34%
3 Year 5.65% 7.56%
5 Year 5.66% 7.05%

SIP Return Analysis

Scheme Name HSBC Low Duration Fund - Regular Growth UTI Low Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.34% 3.31%
3 Year 9.69% 10.35%
5 Year 15.21% 18.52%

Rolling Lumpsum Returns

Scheme Name HSBC Low Duration Fund - Regular Growth UTI Low Duration Fund - Regular Plan - Growth Option
1 Year 5.09% 6.31%
3 Year 12.23% 15.32%
5 Year 15.61% 18.89%

Risk Management

Scheme Name HSBC Low Duration Fund - Regular Growth UTI Low Duration Fund - Regular Plan - Growth Option
Standard Deviation 0.68% 2.54%
Sharp -0.14% 0.72%
Beta 1.48% -0.18%
Alpha 2.87% 1.48%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HSBC Low Duration Fund - Regular Growth UTI Low Duration Fund - Regular Plan - Growth Option
Name Mahesh A Chhabria Anurag Mittal
Total AUM ₹15021 Cr ₹35669 Cr
Fund Manage 9 7
HSBC Low Duration Fund - Regular Growth UTI Low Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HSBC Low Duration Fund - Regular Growth

UTI Low Duration Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

HSBC Low Duration Fund - Regular Growth

UTI Low Duration Fund - Regular Plan - Growth Option

Others 1.18 7.86
Sovereign 8.53 1.18
Financial 64.42 85.05
Diversified 3.04 -
Energy 12.47 -
Construction 3.66 -
Services 0.53 -
Communication 6.17 3.87
Consumer Staples - 2.04

Top Comparisons

SBI Blue Chip Fund-Regular Plan Growth SBI Blue Chip Fund-Regular Plan Growth

3Y Returns15.35%

VS

Sundaram Large Cap Fund Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth

3Y Returns14.74%

Compare Now

Aditya Birla Sun Life MidCap Fund-Growth Aditya Birla Sun Life MidCap Fund-Growth

3Y Returns22%

VS

Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

3Y Returns23.54%

Compare Now

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

3Y Returns18.58%

VS

Quant ELSS Tax Saver Fund Regular Plan-Growth Quant ELSS Tax Saver Fund Regular Plan-Growth

3Y Returns26.35%

Compare Now

HSBC ELSS Tax saver Fund - Regular Growth HSBC ELSS Tax saver Fund - Regular Growth

3Y Returns21.03%

VS

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

3Y Returns18.58%

Compare Now
Request call back
Add to Cart Successfully