UTI Low Duration Fund vs HSBC Low Duration Fund compare
HSBC Low Duration Fund - Regular Growth
UTI Low Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Moderate |
Asset Size (Cr) | ₹538 Cr | ₹3348 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹0 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 04 Dec 2010 | 23 Apr 2007 |
Category | Low Duration | Low Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Low Duration Debt Index B-I | CRISIL Low Duration Fund AI Index |
Turn Over | 30% | 252.27% |
Expense Ratio | 1.09 | 0.46 |
Manager | Mahesh A Chhabria | Anurag Mittal |
ISIN Code | INF677K01452 | INF789F01OT9 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.15% | 1.25% |
6 Month | 4.04% | 4.16% |
1 Year | 7.88% | 8.16% |
3 Year | 6.76% | 6.99% |
5 Year | 5.9% | 7.18% |
SIP Return Analysis
Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.3% | 2.33% |
1 Year | 8.27% | 8.53% |
3 Year | 7.54% | 7.69% |
5 Year | 6.52% | 7.33% |
Rolling Lumpsum Returns
Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.41% | 8.13% |
3 Year | 7.18% | 7.37% |
5 Year | 7.47% | 7.96% |
Risk Management
Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.585% | 0.514% |
Sharp | -0.343% | 0.295% |
Beta | 4.265% | 3.65% |
Alpha | -0.993% | -0.618% |
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Fund Managers
Scheme Name | HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Mahesh A Chhabria | Anurag Mittal |
Total AUM | ₹15021 Cr | ₹35669 Cr |
Funds Managed | 9 | 7 |
HSBC Low Duration Fund - Regular Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HSBC Low Duration Fund - Regular Growth |
UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
HSBC Low Duration Fund - Regular Growth |
UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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