Pros | - | - | ||
Cons | - | - |
INDMoney rank | 7/13 | 8/13 | ||
Category,Subcateogry | Fixed Income,Short Duration | Fixed Income,Short Duration | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 2822 Cr | 18429 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.36% | 0.38% | ||
Exit Load | 0% | 0% | ||
Benchmark Index | CRISIL Short Duration Debt A-II TR INR | Nifty Short Duration Debt TR INR |
No of Holdings | - | - | ||
Top 5 Holdings | - | - | ||
No of Sectors | - | - | ||
Top 3 Sectors | - | - | ||
Equity % | - | - | ||
Debt % | - | - | ||
P/E | - | - | ||
P/B | - | - | ||
Credit Quality | - | - | ||
Modified Duration | 2.7 | 2.66 | ||
YTM | 6.69 | 6.66 |
1-Month Return | 0.24% | 0.14% | ||
3-Month Return | 2.81% | 2.88% | ||
6-Month Return | 4.99% | 5.29% | ||
1-Year Return | 9.38% | 9.76% | ||
3-Year Return | 8.16% | 8.25% | ||
5-Year Return | 7.7% | 6.69% |
Sharpe | 1.5 | 1.42 | ||
Alpha | 0.36 | 0.25 | ||
Beta | 0.97 | 1.18 | ||
Standard Deviation | 0.9 | 1.02 | ||
Information Ratio | 0.82 | 1.21 |
Description | UTI - Short Duration Fund - Direct Plan - Growth Option is a debt fund.This fund is suitable to keep your money safe. | Kotak Bond Short Term Plan Direct Growth is a debt fund.This fund is suitable to keep your money safe. | ||
Managers | Sudhir Agarwal,Anurag Mittal | Deepak Agrawal,Abhishek Bisen |