Sundaram Short Duration Fund Regular Growth vs UTI Short Duration Fund compare

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tortoise-icon Sundaram Short Duration 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 Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Regular Plan - Growth Option
Fund Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹223 Cr ₹2676 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹250 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 09 May 2003 19 Sep 2007
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark Nifty Short duration Debt Index A-II CRISIL Ultra Short Duration Fund BI Index
Turn Over % 270%
Expense Ratio 0.83 0.83
Manager Dwijendra Srivastava Sudhir Agrawal
ISIN Code INF173K01BA3 INF789F01QA4
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Regular Plan - Growth Option
1 Month 0.58% 0.55%
6 Month 4.05% 3.83%
1 Year 7.93% 7.81%
3 Year 6.14% 6.16%
5 Year 6.29% 7.45%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.82% 7.55%
3 Year 7.03% 7.06%
5 Year 6.3% 7.03%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Regular Plan - Growth Option
1 Year 7% 7.96%
3 Year 7.32% 7.65%
5 Year 7.82% 6%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Regular Plan - Growth Option
Standard Deviation 3.92% 2.58%
Sharp 0.5% 0.59%
Beta -0.1% 0.42%
Alpha 1.76% 2.36%

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Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Regular Plan - Growth Option
Name Dwijendra Srivastava Sudhir Agrawal
Total AUM ₹14140 Cr ₹7736 Cr
Fund Manage 14 6
Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

UTI Short Duration Fund - Regular Plan - Growth Option

Others 100 100.02

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

UTI Short Duration Fund - Regular Plan - Growth Option

Others 100 100.02

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