UTI Low Duration Fund vs SBI Magnum Low Duration Fund compare
SBI Magnum Low Duration Fund - Regular Plan - Growth
UTI Low Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹12254 Cr | ₹3348 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 27 Jul 2007 | 23 Apr 2007 |
Category | Low Duration | Low Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Low Duration Fund BI Index | CRISIL Low Duration Fund AI Index |
Turn Over | 24% | 252.27% |
Expense Ratio | 0.97 | 0.46 |
Manager | Pradeep Kesavan | Anurag Mittal |
ISIN Code | INF200K01MO2 | INF789F01OT9 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.23% | 1.27% |
6 Month | 3.88% | 4.08% |
1 Year | 7.68% | 8.12% |
3 Year | 6.56% | 6.98% |
5 Year | 5.72% | 7.22% |
SIP Return Analysis
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.22% | 2.33% |
1 Year | 8.06% | 8.53% |
3 Year | 7.31% | 7.69% |
5 Year | 6.29% | 7.33% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.68% | 8.13% |
3 Year | 7.51% | 7.37% |
5 Year | 8.06% | 7.96% |
Risk Management
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.549% | 0.514% |
Sharp | -0.743% | 0.295% |
Beta | 4.186% | 3.65% |
Alpha | -1.121% | -0.618% |
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Fund Managers
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Anurag Mittal |
Total AUM | ₹434274 Cr | ₹35669 Cr |
Funds Managed | 43 | 7 |
SBI Magnum Low Duration Fund - Regular Plan - Growth | UTI Low Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Magnum Low Duration Fund - Regular Plan - Growth |
UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Magnum Low Duration Fund - Regular Plan - Growth |
UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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