Pros | - | - | ||
Cons | - | - |
INDMoney rank | 13/16 | 4/16 | ||
Category,Subcateogry | Fixed Income,Low Duration | Fixed Income,Low Duration | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 3345 Cr | 22354 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.36% | 0.45% | ||
Exit Load | 0% | 0% | ||
Benchmark Index | NIFTY Low Duration Debt Idx A-I TR INR | NIFTY Low Duration Debt Index TR INR |
No of Holdings | - | - | ||
Top 5 Holdings | - | - | ||
No of Sectors | - | - | ||
Top 3 Sectors | - | - | ||
Equity % | - | - | ||
Debt % | - | - | ||
P/E | - | - | ||
P/B | - | - | ||
Credit Quality | - | - | ||
Modified Duration | 0.89 | 0.91 | ||
YTM | 6.71 | 6.98 |
1-Month Return | 0.58% | 0.61% | ||
3-Month Return | 2.44% | 2.53% | ||
6-Month Return | 4.44% | 4.58% | ||
1-Year Return | 8.43% | 8.61% | ||
3-Year Return | 7.45% | 7.91% | ||
5-Year Return | 7.17% | 6.72% |
Sharpe | 1.53 | 2.09 | ||
Alpha | -0.4 | -0.1 | ||
Beta | 4.15 | 4.34 | ||
Standard Deviation | 0.46 | 0.5 | ||
Information Ratio | 1.13 | 1.85 |
Description | UTI - Low Duration Fund - Direct Plan - Growth Option is a debt fund.This fund is suitable to keep your money safe. | HDFC Low Duration Direct Plan Growth Option is a debt fund.This fund is suitable to keep your money safe. | ||
Managers | Anurag Mittal | Anupam Joshi |