UTI Short Duration Fund vs Axis Short Term Fund compare
UTI Short Duration Fund - Regular Plan - Growth Option
Axis Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate Risk | Moderate Risk |
Asset Size (Cr) | ₹2338 Cr | ₹8781 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 19 Sep 2007 | 22 Jan 2010 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Ultra Short Duration Fund BI Index | NIFTY Short Duration Debt Index B-II |
Turn Over | 270% | 0.0% |
Expense Ratio | 0.85 | 0.89 |
Manager | Sudhir Agrawal | Devang Shah |
ISIN Code | INF789F01QA4 | INF846K01644 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.63% | 0.63% |
6 Month | 3.71% | 3.78% |
1 Year | 7.47% | 7.82% |
3 Year | 6.36% | 6.3% |
5 Year | 7.26% | 6.25% |
SIP Return Analysis
Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 7.38% | 7.72% |
3 Year | 7.18% | 7.22% |
5 Year | 7% | 6.35% |
Rolling Lumpsum Returns
Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.94% | 7.97% |
3 Year | 7.59% | 8.11% |
5 Year | 7.42% | 8% |
Risk Management
Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 2.58% | 1.005% |
Sharp | 0.59% | -0.134% |
Beta | 0.42% | 0.8% |
Alpha | 2.36% | -0.123% |
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Fund Managers
Scheme Name | UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Sudhir Agrawal | Devang Shah |
Total AUM | ₹7736 Cr | ₹60014 Cr |
Fund Manage | 6 | 15 |
UTI Short Duration Fund - Regular Plan - Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
UTI Short Duration Fund - Regular Plan - Growth Option |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100.02 | 100.24 |
Sector Allocation
Scheme Name |
UTI Short Duration Fund - Regular Plan - Growth Option |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100.02 | 100.24 |
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