Tata Short Term Bond Fund vs UTI Short Duration Fund compare
Tata Short Term Bond Fund -Regular Plan- Growth Option
Invest NowUTI Short Duration Fund - Regular Plan - Growth Option
Invest NowChart Comparison
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata Short Term Bond Fund -Regular Plan- Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹2209 Cr | ₹2565 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 08 Aug 2002 | 28 Aug 2007 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Short Duration Fund AII Index | CRISIL Ultra Short Duration Fund BI Index |
Turn Over | 0.0% | 270% |
Expense Ratio | 1.18 | 0.84 |
Manager | Murthy Nagarajan | Sudhir Agrawal |
ISIN Code | INF277K01972 | INF789F01QA4 |
Exits Load | Nil/365 | Nil/365 |
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.7% | 0.51% |
6 Month | 3.7% | 4.15% |
1 Year | 7.14% | 8.23% |
3 Year | 5.07% | 5.94% |
5 Year | 5.83% | 7.43% |
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 3.14% | 3.31% |
3 Year | 8.8% | 10.01% |
5 Year | 14.15% | 18.46% |
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.29% | 7.69% |
3 Year | 7.24% | 7.51% |
5 Year | 7.76% | 7.52% |
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.16% | 2.58% |
Sharp | -0.58% | 0.59% |
Beta | 2.21% | 0.42% |
Alpha | 3.77% | 2.36% |
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Get Free Experts GuidanceScheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Murthy Nagarajan | Sudhir Agrawal |
Total AUM | ₹18015 Cr | ₹7736 Cr |
Fund Manage | 11 | 6 |
Tata Short Term Bond Fund -Regular Plan- Growth Option | UTI Short Duration Fund - Regular Plan - Growth Option |
Scheme Name |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100.03 |
Scheme Name |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.49 | 10.16 |
Sovereign | 24.65 | - |
Construction | 5.34 | 7.28 |
Financial | 58.98 | 65.22 |
Services | 0.01 | 1.58 |
Capital Goods | 4.27 | 2.99 |
Unclassified | 0.26 | - |
Consumer Staples | - | 2.26 |
Energy | - | 6 |
Communication | - | 2.59 |
Automobile | - | 0.12 |
Diversified | - | 1.83 |
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