HSBC Short Duration Fund vs UTI Short Duration Fund compare
UTI Short Duration Fund - Regular Plan - Growth Option
HSBC Short Duration Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
---|---|---|
Fund | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹2338 Cr | ₹3786 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 19 Sep 2007 | 27 Dec 2011 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Ultra Short Duration Fund BI Index | NIFTY Short Duration Debt Index B-II |
Turn Over | 270% | 54% |
Expense Ratio | 0.85 | 0.75 |
Manager | Sudhir Agrawal | Jalpan Shah |
ISIN Code | INF789F01QA4 | INF917K01CL8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
---|---|---|
1 Month | 1.65% | 1.73% |
6 Month | 4.52% | 4.75% |
1 Year | 8.94% | 9.39% |
3 Year | 7.06% | 6.63% |
5 Year | 7.49% | 5.91% |
SIP Return Analysis
Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
---|---|---|
6 Month | 2.82% | 2.98% |
1 Year | 9.53% | 9.86% |
3 Year | 8.05% | 7.92% |
5 Year | 7.41% | 6.46% |
Rolling Lumpsum Returns
Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
---|---|---|
1 Year | 7.94% | 7.76% |
3 Year | 7.59% | 7.37% |
5 Year | 7.42% | 7.63% |
Risk Management
Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 2.58% | 1.171% |
Sharp | 0.59% | -0.662% |
Beta | 0.42% | 0.975% |
Alpha | 2.36% | -0.615% |
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Fund Managers
Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
---|---|---|
Name | Sudhir Agrawal | Jalpan Shah |
Total AUM | ₹7736 Cr | ₹16521 Cr |
Funds Managed | 6 | 6 |
UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
Market Cap
Scheme Name |
UTI Short Duration Fund - Regular Plan - Growth Option |
HSBC Short Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
UTI Short Duration Fund - Regular Plan - Growth Option |
HSBC Short Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
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