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 Risk | Moderate Risk |
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 | 0.57% | 0.61% |
6 Month | 3.47% | 3.72% |
1 Year | 7.44% | 7.61% |
3 Year | 6.31% | 6.57% |
5 Year | 5.65% | 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 | 7.03% | 7.4% |
3 Year | 6.98% | 7.18% |
5 Year | 6.17% | 7.07% |
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 | 0.599% | 0.539% |
Sharp | -0.336% | 0.258% |
Beta | 4.383% | 3.718% |
Alpha | -0.993% | -0.628% |
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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 | 100.03 |
Sector Allocation
Scheme Name |
HSBC Low Duration Fund - Regular Growth |
UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100.03 |
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