Tata Short Term Bond Fund vs UTI Short Duration Fund compare
Tata Short Term Bond Fund -Regular Plan- Growth Option
UTI Short Duration Fund - Regular Plan - Growth Option
Chart 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% | 0.77% |
| 6 Month | 3.7% | 3.9% |
| 1 Year | 7.14% | 8.11% |
| 3 Year | 5.07% | 5.94% |
| 5 Year | 5.83% | 7.55% |
| 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 | 5.04% | 6.62% |
| 3 Year | 11.38% | 15.31% |
| 5 Year | 14.52% | 18.91% |
| 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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| Scheme 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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