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 Moderate Moderate
Asset Size (Cr) ₹186 Cr ₹2565 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹250 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 01 Jan 2013 28 Aug 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 0.85 0.84
Manager Dwijendra Srivastava Sudhir Agrawal
ISIN Code INF173K01BA3 INF789F01QA4
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Regular Plan - Growth Option
1 Month 0.42% 0.47%
6 Month 4.09% 3.89%
1 Year 8.05% 8.02%
3 Year 5.97% 6%
5 Year 6.22% 7.37%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year - 7.44%
3 Year - 6.95%
5 Year - -

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 100 100.03

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

UTI Short Duration Fund - Regular Plan - Growth Option

Others 100 10.16
Financial - 65.22
Construction - 7.28
Consumer Staples - 2.26
Energy - 6
Communication - 2.59
Automobile - 0.12
Diversified - 1.83
Capital Goods - 2.99
Services - 1.58

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