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 Moderate
Asset Size (Cr) ₹420 Cr ₹3394 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 0.63 0.44
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 0.56% 0.63%
6 Month 3.52% 3.77%
1 Year 7.44% 7.66%
3 Year 6.21% 6.47%
5 Year 5.71% 7.09%

SIP Return Analysis

Scheme Name HSBC Low Duration Fund - Regular Growth UTI Low Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.09% 7.38%
3 Year 6.93% 7.11%
5 Year 6.12% 7.07%

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%

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 100 100.03

Sector Allocation

Scheme Name

HSBC Low Duration Fund - Regular Growth

UTI Low Duration Fund - Regular Plan - Growth Option

Others 100 100.03

Top Comparisons

Tata Hybrid Equity Fund- Regular Plan - Growth Option Tata Hybrid Equity Fund- Regular Plan - Growth Option

3Y Returns10.6%

VS

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

3Y Returns10.44%

Compare Now

HDFC Balanced Advantage Fund - Growth Plan HDFC Balanced Advantage Fund - Growth Plan

3Y Returns19.97%

VS

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns7.68%

Compare Now

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns6.35%

VS

HSBC Ultra Short Duration Fund - Regular Growth HSBC Ultra Short Duration Fund - Regular Growth

3Y Returns6.35%

Compare Now

SBI Magnum Low Duration Fund - Regular Plan - Growth SBI Magnum Low Duration Fund - Regular Plan - Growth

3Y Returns6.06%

VS

DSP Low Duration Fund - Regular Plan - Growth DSP Low Duration Fund - Regular Plan - Growth

3Y Returns6.2%

Compare Now
Request call back
Add to Cart Successfully