Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC Short Duration Fund vs UTI Short Duration Fund compare

Link copied to clipboard!

tortoise-icon UTI Short Duration Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon HSBC Short Duration Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 1.1% 1.15%
6 Month 3.74% 3.74%
1 Year 7.81% 8.03%
3 Year 6.63% 6.08%
5 Year 7.48% 5.83%

SIP Return Analysis

Scheme Name UTI Short Duration Fund - Regular Plan - Growth Option HSBC Short Duration Fund - Regular Growth
6 Month 2.38% 2.49%
1 Year 8.16% 8.34%
3 Year 7.58% 7.38%
5 Year 7.14% 6.13%

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%

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 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

Top Comparisons

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

3Y Returns15.18%

VS

Quant ELSS Tax Saver Fund Regular Plan-Growth Quant ELSS Tax Saver Fund Regular Plan-Growth

3Y Returns13.3%

Compare Now

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns13.3%

VS

HSBC Flexi Cap Fund - Regular Growth HSBC Flexi Cap Fund - Regular Growth

3Y Returns14.66%

Compare Now

Nippon India Innovation Fund - Regular (G) Nippon India Innovation Fund - Regular (G)

3Y Returns0%

VS

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

3Y Returns15.08%

Compare Now

Mahindra Manulife Consumption Fund- Regular Plan - Growth Mahindra Manulife Consumption Fund- Regular Plan - Growth

3Y Returns14.79%

VS

HSBC Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)

3Y Returns0%

Compare Now
Add to Cart Successfully