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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) ₹23785 Cr ₹195 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 0.38% 0.36%
6 Month 3.12% 2.67%
1 Year 7.4% 6.42%
3 Year 7.45% 6.4%
5 Year 6.17% 5.29%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan LIC MF Ultra Short Term Fund Regular - Growth
6 Month 1.48% 1.25%
1 Year 6.88% 5.85%
3 Year 7.45% 6.44%
5 Year 6.97% 6.02%

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% 5.62%
3 Year 7.73% 5.01%
5 Year 8.08% 5.14%

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 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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