HSBC Low Duration Fund vs UTI Low Duration Fund compare

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tortoise-icon HSBC Low Duration Fund - Regular Growth

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tortoise-icon UTI Low 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 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 0.55% 0.56%
6 Month 3.77% 3.93%
1 Year 7.56% 7.75%
3 Year 6.01% 6.24%
5 Year 5.76% 7.07%

SIP Return Analysis

Scheme Name HSBC Low Duration Fund - Regular Growth UTI Low Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.48% 7.71%
3 Year 6.9% 7.06%
5 Year 6.08% 7.09%

Rolling Lumpsum Returns

Scheme Name HSBC Low Duration Fund - Regular Growth UTI Low Duration Fund - Regular Plan - Growth Option
1 Year 7.38% 8.25%
3 Year 7.98% 7.42%
5 Year 7.57% 7.96%

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%

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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

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