HSBC Short Duration Fund vs UTI Short Duration Fund compare

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

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tortoise-icon HSBC Short Duration Fund - Regular Growth

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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) ₹2676 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 0.83 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 0.58% 0.63%
6 Month 3.8% 3.74%
1 Year 7.82% 7.56%
3 Year 6.22% 5.69%
5 Year 7.43% 5.85%

SIP Return Analysis

Scheme Name UTI Short Duration Fund - Regular Plan - Growth Option HSBC Short Duration Fund - Regular Growth
6 Month - -
1 Year 7.29% 7.26%
3 Year 7.07% 6.71%
5 Year 6.99% 5.79%

Rolling Lumpsum Returns

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%

Risk Management

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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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
Fund Manage 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 100.02 100

Sector Allocation

Scheme Name

UTI Short Duration Fund - Regular Plan - Growth Option

HSBC Short Duration Fund - Regular Growth

Others 100.02 100

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