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 | 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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