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Aditya Birla Sun Life Savings Fund vs SBI Short Horizon Debt Fund compare

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tortoise-icon SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

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

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Chart Comparison

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

Overview

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Fund SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹12131 Cr ₹16798 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Feb 2025 17 Apr 2003
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark BSE Liquid Rate Index NIFTY Ultra Short Duration Debt Index B-I
Turn Over 0.0% 24%
Expense Ratio 1.02 0.55
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01MG8 INF209K01LZ1
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Month 0.78% 0.77%
6 Month 4.19% 4.18%
1 Year 7.9% 8.13%
3 Year 6.96% 7.34%
5 Year 5.64% 6.22%

SIP Return Analysis

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
6 Month 2.26% 2.18%
1 Year 8.28% 8.39%
3 Year 7.47% 7.79%
5 Year 6.47% 6.9%

Rolling Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Year 7.7% 7.59%
3 Year 7.51% 7.74%
5 Year 8.05% 8.11%

Risk Management

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Standard Deviation 0.549% 0.456%
Sharp -0.742% 0.762%
Beta 4.186% 2.926%
Alpha -1.12% -0.357%

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Fund Managers

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Name Pradeep Kesavan Dhaval Joshi
Total AUM ₹434274 Cr ₹361932 Cr
Funds Managed 43 55
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Market Cap

Scheme Name

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Others 100 100

Sector Allocation

Scheme Name

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Others 100 100

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