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Aditya Birla Sun Life Savings Fund vs LIC MF Ultra Short Term Fund Regular compare

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tortoise-icon Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

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tortoise-icon LIC MF Ultra Short Term Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan LIC MF Ultra Short Term Fund Regular - Growth
Fund Aditya Birla Sun Life Savings Fund - Growth - Regular Plan LIC MF Ultra Short Term Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹21521 Cr ₹217 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500
Launch Date 17 Apr 2003 27 Nov 2019
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Ultra Short Duration Debt Index B-I CRISIL Ultra Short Duration Fund BI Index
Turn Over 24% %
Expense Ratio 0.55 0.95
Manager Dhaval Joshi Rahul Singh
ISIN Code INF209K01LZ1 INF767K01QO1
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan LIC MF Ultra Short Term Fund Regular - Growth
1 Month 0.6% 0.5%
6 Month 3.63% 3.05%
1 Year 7.81% 6.69%
3 Year 7.51% 6.47%
5 Year 6.14% 5.24%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan LIC MF Ultra Short Term Fund Regular - Growth
6 Month 1.62% 1.4%
1 Year 7.46% 6.41%
3 Year 7.62% 6.6%
5 Year 6.98% 6.03%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan LIC MF Ultra Short Term Fund Regular - Growth
1 Year 7.62% 5.13%
3 Year 7.72% 4.88%
5 Year 8.07% 5.11%

Risk Management

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan LIC MF Ultra Short Term Fund Regular - Growth
Standard Deviation 0.29% 0.24%
Sharp 2.31% -1.07%
Beta 3.06% 2.74%
Alpha -0.11% -1.00%

Fund Managers

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan LIC MF Ultra Short Term Fund Regular - Growth
Name Dhaval Joshi Rahul Singh
Total AUM ₹361932 Cr ₹19760 Cr
Funds Managed 55 9
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan LIC MF Ultra Short Term Fund Regular - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

LIC MF Ultra Short Term Fund Regular - Growth

Others 100 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

LIC MF Ultra Short Term Fund Regular - Growth

Others 100 100

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