SBI Magnum Low Duration Fund vs UTI Low Duration Fund compare

Link copied to clipboard!

tortoise-icon SBI Magnum Low Duration Fund - Regular Plan - Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name SBI Magnum Low Duration Fund - Regular Plan - Growth UTI Low Duration Fund - Regular Plan - Growth Option
Fund SBI Magnum Low Duration Fund - Regular Plan - Growth UTI Low Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹9789 Cr ₹2428 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 01 Jul 2007 21 Mar 2003
Category Low Duration Low Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Low Duration Fund BI Index CRISIL Low Duration Fund AI Index
Turn Over 24% 252.27%
Expense Ratio 1.02 0.44
Manager Pradeep Kesavan Anurag Mittal
ISIN Code INF200K01MO2 INF789F01OT9
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Low Duration Fund - Regular Plan - Growth UTI Low Duration Fund - Regular Plan - Growth Option
1 Month 0.58% 0.59%
6 Month 3.7% 3.92%
1 Year 7.32% 7.7%
3 Year 5.87% 6.27%
5 Year 5.54% 7.04%

SIP Return Analysis

Scheme Name SBI Magnum Low Duration Fund - Regular Plan - Growth UTI Low Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.27% 7.71%
3 Year 6.68% 7.06%
5 Year 5.85% 7.09%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Low Duration Fund - Regular Plan - Growth UTI Low Duration Fund - Regular Plan - Growth Option
1 Year 7.7% 8.25%
3 Year 7.52% 7.42%
5 Year 8.13% 7.96%

Risk Management

Scheme Name SBI Magnum Low Duration Fund - Regular Plan - Growth UTI Low Duration Fund - Regular Plan - Growth Option
Standard Deviation 0.62% 2.54%
Sharp -0.34% 0.72%
Beta 1.38% -0.18%
Alpha 2.56% 1.48%

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 SBI Magnum Low Duration Fund - Regular Plan - Growth UTI Low Duration Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Anurag Mittal
Total AUM ₹434274 Cr ₹35669 Cr
Fund Manage 43 7
SBI Magnum Low Duration Fund - Regular Plan - Growth UTI Low Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Magnum Low Duration Fund - Regular Plan - Growth

UTI Low Duration Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

SBI Magnum Low Duration Fund - Regular Plan - Growth

UTI Low Duration Fund - Regular Plan - Growth Option

Financial 63.8 85.05
Others -3.96 7.86
Sovereign 15.31 1.18
Construction 14.82 -
Consumer Staples 1.03 2.04
Diversified 0.51 -
Energy 2.63 -
Capital Goods 1.75 -
Communication 4.11 3.87

Top Comparisons

HDFC Low Duration  Fund - Growth HDFC Low Duration Fund - Growth

3Y Returns6.02%

VS

INVESCO INDIA LOW DURATION FUND - Regular - Growth INVESCO INDIA LOW DURATION FUND - Regular - Growth

3Y Returns5.33%

Compare Now

DSP Global Innovation Fund of Fund - Regular - Growth DSP Global Innovation Fund of Fund - Regular - Growth

3Y Returns0%

VS

Axis Global Innovation Fund of Fund - Regular Plan - Growth Axis Global Innovation Fund of Fund - Regular Plan - Growth

3Y Returns5.01%

Compare Now

SBI International Access - US Equity FoF - Regular Plan - Growth SBI International Access - US Equity FoF - Regular Plan - Growth

3Y Returns11.53%

VS

Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G) Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G)

3Y Returns0%

Compare Now

Franklin India Dynamic Asset Allocation Fund of Funds-Growth Franklin India Dynamic Asset Allocation Fund of Funds-Growth

3Y Returns12.93%

VS

HDFC Asset Allocator Fund of Funds - Growth Option HDFC Asset Allocator Fund of Funds - Growth Option

3Y Returns13.81%

Compare Now
Request call back
Add to Cart Successfully