Aditya Birla Sun Life Savings Fund vs LIC MF Ultra Short Term Fund Regular compare
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
LIC MF Ultra Short Term Fund Regular - Growth
Chart Comparison
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) | ₹22389 Cr | ₹174 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹200 |
| 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 | 0.52% | 0.41% |
| 6 Month | 3.3% | 2.77% |
| 1 Year | 7.59% | 6.48% |
| 3 Year | 7.49% | 6.42% |
| 5 Year | 6.18% | 5.28% |
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% | 1.34% |
| 1 Year | 7.2% | 6.07% |
| 3 Year | 7.56% | 6.51% |
| 5 Year | 7.01% | 6.04% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| 1 Year | 7.65% | 5.59% |
| 3 Year | 7.73% | 4.99% |
| 5 Year | 8.09% | 5.13% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.54% | 0.46% |
| Sharp | 0.64% | -0.26% |
| Beta | 1.14% | 0.85% |
| Alpha | 2.62% | 1.59% |
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 | 99.08 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Others | 99.08 | 100 |
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