Aditya Birla Sun Life Savings Fund vs SBI Short Horizon Debt Fund compare
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Chart Comparison
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) | ₹15622 Cr | ₹21521 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 14 Feb 2025 | 17 Apr 2003 |
Category | Low 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 | 0.44% | 0.53% |
6 Month | 3.96% | 4.07% |
1 Year | 7.42% | 7.89% |
3 Year | 7.02% | 7.43% |
5 Year | 5.61% | 6.14% |
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 | 1.45% | 1.65% |
1 Year | 7.11% | 7.56% |
3 Year | 7.21% | 7.64% |
5 Year | 6.46% | 6.94% |
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 | 7.72% | 7.61% |
3 Year | 7.5% | 7.73% |
5 Year | 8.05% | 8.09% |
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 | 0.44% | 0.33% |
Sharp | 0.59% | 2.00% |
Beta | 4.84% | 3.26% |
Alpha | -1.04% | -0.24% |
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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