UTI Short Duration Fund vs HDFC Short Term Debt Fund compare

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tortoise-icon HDFC Short Term Debt Fund - Growth Option

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tortoise-icon UTI Short Duration Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name HDFC Short Term Debt Fund - Growth Option UTI Short Duration Fund - Regular Plan - Growth Option
Fund HDFC Short Term Debt Fund - Growth Option UTI Short Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹13070 Cr ₹2565 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 05 Jun 2010 28 Aug 2007
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Short Duration Fund BII Index CRISIL Ultra Short Duration Fund BI Index
Turn Over 9.03% 270%
Expense Ratio 0.69 0.84
Manager Anil Bamboli Sudhir Agrawal
ISIN Code INF179K01CU6 INF789F01QA4
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Short Term Debt Fund - Growth Option UTI Short Duration Fund - Regular Plan - Growth Option
1 Month 0.79% 0.83%
6 Month 4.16% 3.84%
1 Year 7.95% 7.75%
3 Year 5.81% 7.33%
5 Year 6.78% 7.54%

SIP Return Analysis

Scheme Name HDFC Short Term Debt Fund - Growth Option UTI Short Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.52% 3.31%
3 Year 9.9% 10.01%
5 Year 16.5% 18.46%

Rolling Lumpsum Returns

Scheme Name HDFC Short Term Debt Fund - Growth Option UTI Short Duration Fund - Regular Plan - Growth Option
1 Year 5.89% 6.62%
3 Year 13.32% 15.31%
5 Year 16.93% 18.91%

Risk Management

Scheme Name HDFC Short Term Debt Fund - Growth Option UTI Short Duration Fund - Regular Plan - Growth Option
Standard Deviation 1.02% 2.58%
Sharp 0.05% 0.59%
Beta 1.98% 0.42%
Alpha 4.01% 2.36%

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Fund Managers

Scheme Name HDFC Short Term Debt Fund - Growth Option UTI Short Duration Fund - Regular Plan - Growth Option
Name Anil Bamboli Sudhir Agrawal
Total AUM ₹135442 Cr ₹7736 Cr
Fund Manage 12 6
HDFC Short Term Debt Fund - Growth Option UTI Short Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Short Term Debt Fund - Growth Option

UTI Short Duration Fund - Regular Plan - Growth Option

Others 98.17 100.03

Sector Allocation

Scheme Name

HDFC Short Term Debt Fund - Growth Option

UTI Short Duration Fund - Regular Plan - Growth Option

Others 3.81 10.16
Sovereign 24.52 -
Construction 4.83 7.28
Energy 3.62 6
Financial 52.82 65.22
Metals & Mining 0.76 -
Communication 6.11 2.59
Consumer Staples 0.56 2.26
Capital Goods 1.14 2.99
Automobile - 0.12
Diversified - 1.83
Services - 1.58

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