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) | ₹21439 Cr | ₹221 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 | 0.48% | 0.43% |
6 Month | 4.07% | 3.45% |
1 Year | 7.9% | 6.81% |
3 Year | 7.4% | 6.41% |
5 Year | 6.14% | 5.21% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
6 Month | 1.65% | 1.41% |
1 Year | 7.56% | 6.51% |
3 Year | 7.64% | 6.62% |
5 Year | 6.94% | 6% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
1 Year | 7.61% | 4.92% |
3 Year | 7.73% | 4.77% |
5 Year | 8.09% | 5.09% |
Risk Management
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
Standard Deviation | 0.33% | 0.26% |
Sharp | 2.00% | -1.21% |
Beta | 3.26% | 2.86% |
Alpha | -0.24% | -1.07% |
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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