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) | ₹16700 Cr | ₹21367 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 | 0.49% | 0.53% |
| 6 Month | 3.26% | 3.5% |
| 1 Year | 7.16% | 7.69% |
| 3 Year | 7.17% | 7.51% |
| 5 Year | 5.79% | 6.15% |
SIP Return Analysis
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 1% | 1.06% |
| 1 Year | 5.76% | 6.17% |
| 3 Year | 6.82% | 7.21% |
| 5 Year | 6.42% | 6.77% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 6.79% | 7.62% |
| 3 Year | 5.41% | 7.72% |
| 5 Year | 5.77% | 8.07% |
Risk Management
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 0.25% | 0.28% |
| Sharp | 1.64% | 2.53% |
| Beta | 0.95% | 1.04% |
| Alpha | -0.38% | -0.12% |
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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