UTI Ultra Short Duration Fund vs HDFC Ultra Short Term Fund compare

Link copied to clipboard!

tortoise-icon HDFC Ultra Short Term Fund - Growth Option

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name HDFC Ultra Short Term Fund - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Fund HDFC Ultra Short Term Fund - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹13399 Cr ₹2239 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 05 Sep 2018 29 Aug 2003
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Ultra Short Duration Fund BI Index CRISIL Ultra Short Duration Fund BI Index
Turn Over 26% 350.33%
Expense Ratio 0.69 0.96
Manager Anil Bamboli Ritesh Nambiar
ISIN Code INF179KB11R3 INF789F01570
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Ultra Short Term Fund - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Month 0.61% 0.59%
6 Month 3.71% 3.54%
1 Year 7.26% 7.19%
3 Year 5.8% 5.84%
5 Year 5.69% 5.87%

SIP Return Analysis

Scheme Name HDFC Ultra Short Term Fund - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option
6 Month - -
1 Year 3.32% 3.19%
3 Year 9.76% 9.65%
5 Year 15.27% 15.92%

Rolling Lumpsum Returns

Scheme Name HDFC Ultra Short Term Fund - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Year 6.42% 6.92%
3 Year 5.09% 7.52%
5 Year 5.78% 7.72%

Risk Management

Scheme Name HDFC Ultra Short Term Fund - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Standard Deviation 0.54% 1.49%
Sharp 0.11% 0.5%
Beta 1.18% 0.39%
Alpha 2.43% 1.51%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Ultra Short Term Fund - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Name Anil Bamboli Ritesh Nambiar
Total AUM ₹135442 Cr ₹2329 Cr
Fund Manage 12 3
HDFC Ultra Short Term Fund - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Ultra Short Term Fund - Growth Option

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 100 100.03

Sector Allocation

Scheme Name

HDFC Ultra Short Term Fund - Growth Option

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 7.07 10.16
Sovereign 0.2 -
Financial 71.51 65.22
Construction 7.9 7.28
Communication 5.09 2.59
Materials 3.47 -
Energy 0.31 6
Consumer Discretionary 0.35 -
Services 0.17 1.58
Capital Goods 3.93 2.99
Consumer Staples - 2.26
Automobile - 0.12
Diversified - 1.83

Top Comparisons

Canara Robeco Flexicap Fund - Regular Plan - Growth Option Canara Robeco Flexicap Fund - Regular Plan - Growth Option

3Y Returns12.66%

VS

Sundaram Flexicap Fund Regular Growth Sundaram Flexicap Fund Regular Growth

3Y Returns0%

Compare Now

Tata Equity PE Fund Regular Plan -(Growth Option) Tata Equity PE Fund Regular Plan -(Growth Option)

3Y Returns21.16%

VS

HSBC Value Fund - Regular Growth HSBC Value Fund - Regular Growth

3Y Returns26.79%

Compare Now

Bandhan ELSS Tax saver Fund - Regular Plan - Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth

3Y Returns21.18%

VS

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns21.31%

Compare Now

Bandhan Overnight Fund Regular - Growth Bandhan Overnight Fund Regular - Growth

3Y Returns5.54%

VS

DSP Overnight Fund - Regular Plan - Growth DSP Overnight Fund - Regular Plan - Growth

3Y Returns5.57%

Compare Now
Request call back
Add to Cart Successfully