Aditya Birla Sun Life Savings Fund vs HDFC Ultra Short Term Fund compare
HDFC Ultra Short Term Fund - Growth Option
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| Fund | HDFC Ultra Short Term Fund - Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹18875 Cr | ₹23785 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Sep 2018 | 17 Apr 2003 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra Short Duration Fund BI Index | NIFTY Ultra Short Duration Debt Index B-I |
| Turn Over | 26% | 24% |
| Expense Ratio | 0.69 | 0.55 |
| Manager | Anil Bamboli | Dhaval Joshi |
| ISIN Code | INF179KB11R3 | INF209K01LZ1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.4% | 0.4% |
| 6 Month | 2.96% | 3.14% |
| 1 Year | 7% | 7.45% |
| 3 Year | 7.11% | 7.47% |
| 5 Year | 5.85% | 6.19% |
SIP Return Analysis
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 1.39% | 1.46% |
| 1 Year | 6.34% | 6.77% |
| 3 Year | 7.01% | 7.43% |
| 5 Year | 6.62% | 6.98% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 6.89% | 7.65% |
| 3 Year | 5.47% | 7.73% |
| 5 Year | 5.78% | 8.08% |
Risk Management
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 0.54% | 0.54% |
| Sharp | 0.11% | 0.64% |
| Beta | 1.18% | 1.14% |
| Alpha | 2.43% | 2.62% |
Fund Managers
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| Name | Anil Bamboli | Dhaval Joshi |
| Total AUM | ₹135442 Cr | ₹361932 Cr |
| Funds Managed | 12 | 55 |
| HDFC Ultra Short Term Fund - Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
HDFC Ultra Short Term Fund - Growth Option |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Ultra Short Term Fund - Growth Option |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
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