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
| 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) | ₹2565 Cr | ₹3739 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 28 Aug 2007 | 01 Jan 2013 |
| 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 | 0.84 | 0.75 |
| Manager | Sudhir Agrawal | Jalpan Shah |
| ISIN Code | INF789F01QA4 | INF917K01CL8 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.8% | 0.72% |
| 6 Month | 3.82% | 3.88% |
| 1 Year | 7.8% | 7.37% |
| 3 Year | 7.33% | 5.04% |
| 5 Year | 7.51% | 5.87% |
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.31% | 3.2% |
| 3 Year | 10.01% | 8.71% |
| 5 Year | 18.46% | 14.08% |
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.62% | 5.01% |
| 3 Year | 15.31% | 11.29% |
| 5 Year | 18.91% | 14.43% |
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.58% | 1.18% |
| Sharp | 0.59% | -0.63% |
| Beta | 0.42% | 2.23% |
| Alpha | 2.36% | 3.74% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
| Fund Manage | 6 | 6 |
| UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
| Scheme Name |
UTI Short Duration Fund - Regular Plan - Growth Option |
HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100.03 | 100 |
| Scheme Name |
UTI Short Duration Fund - Regular Plan - Growth Option |
HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 10.16 | 1.07 |
| Financial | 65.22 | 60.43 |
| Construction | 7.28 | - |
| Consumer Staples | 2.26 | - |
| Energy | 6 | - |
| Communication | 2.59 | - |
| Automobile | 0.12 | - |
| Diversified | 1.83 | - |
| Capital Goods | 2.99 | 1.32 |
| Services | 1.58 | - |
| Sovereign | - | 37.18 |
Top Comparisons
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns5.53%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.6%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns5.77%
UTI Arbitrage Fund - Regular Plan - Growth Option
3Y Returns5.83%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns14.06%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns10.18%
Invesco India GILT Fund - Growth
3Y Returns6%
DSP Gilt Fund - Regular Plan - Growth
3Y Returns6.29%