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UTI Short Duration Fund vs Sundaram Short Duration Fund Regular Growth compare

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tortoise-icon Sundaram Short Duration Fund Regular Growth

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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 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 Moderate
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 1.76% 1.76%
6 Month 4.64% 4.64%
1 Year 9.3% 8.7%
3 Year 6.96% 6.77%
5 Year 6.33% 7.12%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
6 Month 2.81% 2.82%
1 Year 9.69% 9.41%
3 Year 8.05% 7.77%
5 Year 6.85% 7.11%

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% 0.895%
Sharp -0.227% -0.521%
Beta 0.712% 0.659%
Alpha -0.204% -0.358%

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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
Funds Managed 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 100 100

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

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

Others 100 100

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