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 | 0.33% | 0.43% |
| 6 Month | 4.01% | 4.19% |
| 1 Year | 8.02% | 7.87% |
| 3 Year | 5.95% | 5.42% |
| 5 Year | 7.42% | 5.83% |
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.96% | 7.83% |
| 3 Year | 7.06% | 6.63% |
| 5 Year | 7.09% | 5.77% |
| Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.96% | 7.77% |
| 3 Year | 7.65% | 7.41% |
| 5 Year | 6% | 7.68% |
| 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% |
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| 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 |
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