UTI Ultra Short Duration Fund vs SBI Magnum Ultra Short Duration Fund compare

Link copied to clipboard!

tortoise-icon SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

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 SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Fund SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹11492 Cr ₹2239 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 21 May 1999 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 24% 350.33%
Expense Ratio 0.54 0.96
Manager Pradeep Kesavan Ritesh Nambiar
ISIN Code INF200K01LJ4 INF789F01570
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Month 0.57% 0.56%
6 Month 3.68% 3.54%
1 Year 7.45% 7.17%
3 Year 6.11% 5.88%
5 Year 5.58% 5.88%

SIP Return Analysis

Scheme Name SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
6 Month - -
1 Year 7.33% 7.11%
3 Year 6.85% 6.63%
5 Year 6% 6.24%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Year 7.35% 6.93%
3 Year 7.32% 7.57%
5 Year 6.98% 7.73%

Risk Management

Scheme Name SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Standard Deviation 0.56% 1.49%
Sharp 0.07% 0.5%
Beta 1.24% 0.39%
Alpha 2.52% 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 SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Name Pradeep Kesavan Ritesh Nambiar
Total AUM ₹434274 Cr ₹2329 Cr
Fund Manage 43 3
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 100 100.03

Sector Allocation

Scheme Name

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 1.68 10.16
Financial 85.95 65.22
Construction 5.65 7.28
Services 1.64 1.58
Communication 4.51 2.59
Energy 0.57 6
Consumer Staples - 2.26
Automobile - 0.12
Diversified - 1.83
Capital Goods - 2.99

Top Comparisons

WhiteOak Capital Special Opportunities Fund-Reg (G) WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

AXIS Nifty Bank Index Fund - Regular (G) AXIS Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now

Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan

3Y Returns11.06%

VS

Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan

3Y Returns11.06%

Compare Now

Nippon India Strategic Debt Fund - Growth Option Nippon India Strategic Debt Fund - Growth Option

3Y Returns5.54%

VS

Invesco India Medium Duration Fund - Regular - Growth Invesco India Medium Duration Fund - Regular - Growth

3Y Returns5.05%

Compare Now

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns16.1%

VS

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns20.04%

Compare Now
Request call back
Add to Cart Successfully