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) | ₹18005 Cr | ₹21521 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 | 0.44% | 0.47% |
6 Month | 3.74% | 4.09% |
1 Year | 7.31% | 7.92% |
3 Year | 7.07% | 7.41% |
5 Year | 5.77% | 6.14% |
SIP Return Analysis
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
6 Month | 1.5% | 1.65% |
1 Year | 6.98% | 7.56% |
3 Year | 7.21% | 7.64% |
5 Year | 6.57% | 6.94% |
Rolling Lumpsum Returns
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
1 Year | 6.74% | 7.61% |
3 Year | 5.35% | 7.73% |
5 Year | 5.77% | 8.09% |
Risk Management
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 0.30% | 0.33% |
Sharp | 1.16% | 2.00% |
Beta | 3.29% | 3.26% |
Alpha | -0.56% | -0.24% |
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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