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UTI Ultra Short Duration Fund vs HSBC Ultra Short Duration Fund compare
HSBC Ultra Short Duration Fund - Regular Growth
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | HSBC Ultra Short Duration Fund - Regular Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate Risk | Moderate Risk |
| Asset Size (Cr) | ₹2625 Cr | ₹3448 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 29 Jan 2020 | 27 Aug 2003 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra Short Duration Fund AI Index | CRISIL Ultra Short Duration Fund BI Index |
| Turn Over | 54% | 350.33% |
| Expense Ratio | 0.47 | 0.93 |
| Manager | Jalpan Shah | Ritesh Nambiar |
| ISIN Code | INF336L01OW1 | INF789F01570 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.6% | 0.57% |
| 6 Month | 3.53% | 3.46% |
| 1 Year | 7.38% | 7.15% |
| 3 Year | 6.46% | 6.2% |
| 5 Year | 5.57% | 5.98% |
SIP Return Analysis
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.11% | 6.89% |
| 3 Year | 6.99% | 6.75% |
| 5 Year | - | 6.32% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 4.95% | 6.95% |
| 3 Year | 5.14% | 7.56% |
| 5 Year | 5.57% | 7.72% |
Risk Management
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.456% | 1.49% |
| Sharp | -0.027% | 0.5% |
| Beta | 2.978% | 0.39% |
| Alpha | -0.586% | 1.51% |
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Fund Managers
| Scheme Name | HSBC Ultra Short Duration Fund - Regular Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Jalpan Shah | Ritesh Nambiar |
| Total AUM | ₹16521 Cr | ₹2329 Cr |
| Fund Manage | 6 | 3 |
| HSBC Ultra Short Duration Fund - Regular Growth | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HSBC Ultra Short Duration Fund - Regular Growth |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.98 |
Sector Allocation
| Scheme Name |
HSBC Ultra Short Duration Fund - Regular Growth |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 3.62 | 99.98 |
| Sovereign | 1.92 | - |
| Financial | 90.81 | - |
| Services | 1.83 | - |
| Energy | 1.82 | - |
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