UTI Short Duration Fund vs Aditya Birla Sun Life Short Term Fund compare

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tortoise-icon Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

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tortoise-icon UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
Fund Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹7899 Cr ₹2359 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 09 May 2003 24 Jun 2003
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index B-II CRISIL Short Duration Fund AII Index
Turn Over 78% 126.45%
Expense Ratio 1.01 0.79
Manager Dhaval Joshi Sudhir Agrawal
ISIN Code INF209K01942 INF789F01AJ9
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
1 Month 0.47% 0.4%
6 Month 4.26% 3.91%
1 Year 8.2% 7.75%
3 Year 6.11% 5.62%
5 Year 6.63% 7.08%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
6 Month - -
1 Year 8.06% 7.55%
3 Year 7.08% 6.7%
5 Year 6.52% 6.73%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
1 Year 7.08% 7.38%
3 Year 7.57% 7.55%
5 Year 8.02% 7.66%

Risk Management

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
Standard Deviation 0.99% 2.57%
Sharp 0.06% 0.59%
Beta 1.74% 0.38%
Alpha 3.54% 2.23%

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Fund Managers

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
Name Dhaval Joshi Sudhir Agrawal
Total AUM ₹361932 Cr ₹7736 Cr
Fund Manage 55 6
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option

Market Cap

Scheme Name

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option

Others 100.01 99.99

Sector Allocation

Scheme Name

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option

Others 5.7 6.25
Sovereign 32 -
Energy 0.87 4.36
Construction 9.09 9.42
Financial 46.51 71.32
Services 0.33 0.22
Communication 5.51 0.68
Consumer Staples - 3.73
Automobile - 1.04
Capital Goods - 2.97

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