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HSBC Low Duration Fund vs UTI Low Duration Fund compare
HSBC Low Duration Fund - Regular Growth
UTI Low Duration Fund - Regular Plan - Growth Option
Chart Comparison
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 | Moderate |
| Asset Size (Cr) | ₹538 Cr | ₹3348 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 04 Dec 2010 | 23 Apr 2007 |
| 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 | 1.09 | 0.46 |
| Manager | Mahesh A Chhabria | Anurag Mittal |
| ISIN Code | INF677K01452 | INF789F01OT9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.9% | 0.83% |
| 6 Month | 3.69% | 3.76% |
| 1 Year | 7.58% | 7.75% |
| 3 Year | 6.54% | 6.76% |
| 5 Year | 5.77% | 7.16% |
SIP Return Analysis
| Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.26% | 2.26% |
| 1 Year | 7.64% | 7.87% |
| 3 Year | 7.31% | 7.44% |
| 5 Year | 6.39% | 7.18% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.41% | 8.13% |
| 3 Year | 7.18% | 7.37% |
| 5 Year | 7.47% | 7.96% |
Risk Management
| Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.585% | 0.514% |
| Sharp | -0.343% | 0.295% |
| Beta | 4.265% | 3.65% |
| Alpha | -0.993% | -0.618% |
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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 |
| Funds Managed | 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 | 100 | 100 |
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