LIC MF Short Term Debt Fund Regular vs UTI Short Duration Fund compare

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tortoise-icon LIC MF Short Term Debt Fund Regular - Growth

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tortoise-icon UTI 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 LIC MF Short Term Debt Fund Regular - Growth UTI Short Duration Fund - Regular Plan - Growth Option
Fund LIC MF Short Term Debt Fund Regular - Growth UTI Short Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹105 Cr ₹2565 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 31 Jan 2019 28 Aug 2007
Category Short Duration Short Duration
Fund Type Open-ended Open Ended
Benchmark CRISIL Short Duration Fund BII Index CRISIL Ultra Short Duration Fund BI Index
Turn Over % 270%
Expense Ratio 1.33 0.84
Manager Marzban Irani Sudhir Agrawal
ISIN Code INF767K01PT2 INF789F01QA4
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name LIC MF Short Term Debt Fund Regular - Growth UTI Short Duration Fund - Regular Plan - Growth Option
1 Month 0.72% 0.83%
6 Month 3.91% 3.84%
1 Year 7.29% 7.75%
3 Year 4.84% 7.33%
5 Year 5.29% 7.54%

SIP Return Analysis

Scheme Name LIC MF Short Term Debt Fund Regular - Growth UTI Short Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.14% 3.31%
3 Year 8.16% 10.01%
5 Year 12.61% 18.46%

Rolling Lumpsum Returns

Scheme Name LIC MF Short Term Debt Fund Regular - Growth UTI Short Duration Fund - Regular Plan - Growth Option
1 Year 4.4% 6.62%
3 Year 9.99% 15.31%
5 Year 12.93% 18.91%

Risk Management

Scheme Name LIC MF Short Term Debt Fund Regular - Growth UTI Short Duration Fund - Regular Plan - Growth Option
Standard Deviation 1.17% 2.58%
Sharp -0.85% 0.59%
Beta 2.15% 0.42%
Alpha 3.31% 2.36%

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Fund Managers

Scheme Name LIC MF Short Term Debt Fund Regular - Growth UTI Short Duration Fund - Regular Plan - Growth Option
Name Marzban Irani Sudhir Agrawal
Total AUM ₹1914 Cr ₹7736 Cr
Fund Manage 6 6
LIC MF Short Term Debt Fund Regular - Growth UTI Short Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

LIC MF Short Term Debt Fund Regular - Growth

UTI Short Duration Fund - Regular Plan - Growth Option

Others 100.01 100.03

Sector Allocation

Scheme Name

LIC MF Short Term Debt Fund Regular - Growth

UTI Short Duration Fund - Regular Plan - Growth Option

Others 14.49 10.16
Sovereign 23.41 -
Financial 57.26 65.22
Energy 4.85 6
Construction - 7.28
Consumer Staples - 2.26
Communication - 2.59
Automobile - 0.12
Diversified - 1.83
Capital Goods - 2.99
Services - 1.58

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