HSBC Ultra Short Duration Fund vs UTI Ultra Short Duration Fund compare

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tortoise-icon HSBC Ultra Short Duration Fund - Regular Growth

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

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Chart Comparison

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

Overview

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Fund HSBC Ultra Short Duration Fund - Regular Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹2335 Cr ₹2239 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 29 Jan 2020 29 Aug 2003
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Ultra Short Duration Fund AI Index CRISIL Ultra Short Duration Fund BI Index
Turn Over 54% 350.33%
Expense Ratio 0.47 0.96
Manager Jalpan Shah Ritesh Nambiar
ISIN Code INF336L01OW1 INF789F01570
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Month 0.6% 0.6%
6 Month 3.68% 3.56%
1 Year 7.26% 7.05%
3 Year 5.84% 6.6%
5 Year - 5.93%

SIP Return Analysis

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
6 Month - -
1 Year 3.3% 3.19%
3 Year 9.8% 9.65%
5 Year 13.37% 15.92%

Rolling Lumpsum Returns

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Year 4.68% 5.23%
3 Year 11.84% 13.01%
5 Year 13.73% 16.28%

Risk Management

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Standard Deviation 0.54% 1.49%
Sharp 0.14% 0.5%
Beta 1.19% 0.39%
Alpha 2.45% 1.51%

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Fund Managers

Scheme Name HSBC Ultra Short Duration Fund - Regular Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Name Jalpan Shah Ritesh Nambiar
Total AUM ₹16521 Cr ₹2329 Cr
Fund Manage 6 3
HSBC Ultra Short Duration Fund - Regular Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

HSBC Ultra Short Duration Fund - Regular Growth

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 100 100.03

Sector Allocation

Scheme Name

HSBC Ultra Short Duration Fund - Regular Growth

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 3.62 10.16
Sovereign 1.92 -
Financial 90.81 65.22
Services 1.83 1.58
Energy 1.82 6
Construction - 7.28
Consumer Staples - 2.26
Communication - 2.59
Automobile - 0.12
Diversified - 1.83
Capital Goods - 2.99

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