UTI Short Duration Fund vs Nippon India Short Term Fund compare

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tortoise-icon Nippon India Short Term Fund-Growth Plan

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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 Nippon India Short Term Fund-Growth Plan UTI Short Duration Fund - Regular Plan - Growth Option
Fund Nippon India Short Term Fund-Growth Plan UTI Short Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹5429 Cr ₹2565 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 10 Dec 2002 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 0.0% 270%
Expense Ratio 0.94 0.84
Manager Sushil Budhia Sudhir Agrawal
ISIN Code INF204K01FL4 INF789F01QA4
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Nippon India Short Term Fund-Growth Plan UTI Short Duration Fund - Regular Plan - Growth Option
1 Month 0.74% 0.73%
6 Month 3.97% 3.76%
1 Year 7.6% 7.72%
3 Year 5.46% 7.26%
5 Year 6.35% 7.48%

SIP Return Analysis

Scheme Name Nippon India Short Term Fund-Growth Plan UTI Short Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.31% 3.31%
3 Year 9.26% 10.01%
5 Year 15.51% 18.46%

Rolling Lumpsum Returns

Scheme Name Nippon India Short Term Fund-Growth Plan UTI Short Duration Fund - Regular Plan - Growth Option
1 Year 5.51% 6.62%
3 Year 12.55% 15.31%
5 Year 15.91% 18.91%

Risk Management

Scheme Name Nippon India Short Term Fund-Growth Plan UTI Short Duration Fund - Regular Plan - Growth Option
Standard Deviation 1.15% 2.58%
Sharp -0.23% 0.59%
Beta 2.11% 0.42%
Alpha 3.97% 2.36%

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Fund Managers

Scheme Name Nippon India Short Term Fund-Growth Plan UTI Short Duration Fund - Regular Plan - Growth Option
Name Sushil Budhia Sudhir Agrawal
Total AUM ₹29447 Cr ₹7736 Cr
Fund Manage 11 6
Nippon India Short Term Fund-Growth Plan UTI Short Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Short Term Fund-Growth Plan

UTI Short Duration Fund - Regular Plan - Growth Option

Others 100 100.03

Sector Allocation

Scheme Name

Nippon India Short Term Fund-Growth Plan

UTI Short Duration Fund - Regular Plan - Growth Option

Sovereign 31.78 -
Others 6.91 10.16
Financial 45.28 65.22
Capital Goods 2.89 2.99
Communication 5.02 2.59
Consumer Discretionary 1.81 -
Automobile 1.72 0.12
Materials 1.63 -
Construction 1.22 7.28
Consumer Staples 0.91 2.26
Energy 0.83 6
Diversified - 1.83
Services - 1.58

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