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UTI Short Duration Fund vs Sundaram Short Duration Fund Regular Growth compare
Sundaram Short Duration Fund Regular Growth
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
Chart Comparison
Overview
| Scheme Name | Sundaram Short Duration Fund Regular Growth | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| Fund | Sundaram Short Duration Fund Regular Growth | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate Risk | Moderate Risk |
| Asset Size (Cr) | ₹217 Cr | ₹2338 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹250 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 09 May 2003 | 26 Jun 2003 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Short duration Debt Index A-II | CRISIL Short Duration Fund AII Index |
| Turn Over | % | 126.45% |
| Expense Ratio | 1.14 | 0.84 |
| Manager | Dwijendra Srivastava | Sudhir Agrawal |
| ISIN Code | INF173K01BA3 | INF789F01AJ9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| 1 Month | 0.56% | 0.63% |
| 6 Month | 3.78% | 3.62% |
| 1 Year | 7.72% | 7.16% |
| 3 Year | 6.22% | 6.04% |
| 5 Year | 6.09% | 6.92% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.57% | 7.15% |
| 3 Year | 7.14% | 6.87% |
| 5 Year | 6.35% | 6.68% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| 1 Year | 7.04% | 7.4% |
| 3 Year | 7.28% | 7.51% |
| 5 Year | 7.81% | 7.64% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| Standard Deviation | 1.013% | 0.913% |
| Sharp | -0.227% | -0.535% |
| Beta | 0.712% | 0.639% |
| Alpha | -0.204% | -0.417% |
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Fund Managers
| Scheme Name | Sundaram Short Duration Fund Regular Growth | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| Name | Dwijendra Srivastava | Sudhir Agrawal |
| Total AUM | ₹14140 Cr | ₹7736 Cr |
| Fund Manage | 14 | 6 |
| Sundaram Short Duration Fund Regular Growth | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
Market Cap
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| Others | 100 | 99.99 |
Sector Allocation
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
|---|---|---|
| Others | 100 | 6.25 |
| Financial | - | 71.32 |
| Energy | - | 4.36 |
| Construction | - | 9.42 |
| Consumer Staples | - | 3.73 |
| Communication | - | 0.68 |
| Automobile | - | 1.04 |
| Capital Goods | - | 2.97 |
| Services | - | 0.22 |
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