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

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tortoise-icon SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

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tortoise-icon Aditya Birla Sun Life Short Term 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-Short Term Fund - Retail - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Fund SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹13523 Cr ₹8141 Cr
Min Investment ₹10000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹5000 ₹1000
Launch Date 27 Jul 2007 09 May 2003
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark BSE India Bond Index NIFTY Short Duration Debt Index B-II
Turn Over 0.0% 78%
Expense Ratio 0.85 0.95
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01IG6 INF209K01942
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Month 0.74% 0.65%
6 Month 4.94% 4.76%
1 Year 9.19% 9.11%
3 Year 7.45% 7.67%
5 Year 6.01% 6.95%

SIP Return Analysis

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
6 Month 2.77% 2.62%
1 Year 9.82% 9.54%
3 Year 8.2% 8.21%
5 Year 6.86% 7.11%

Rolling Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Year 7.66% 7.19%
3 Year 7.4% 7.51%
5 Year 7.83% 7.95%

Risk Management

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Standard Deviation 0.973% 0.946%
Sharp -0.379% 0.02%
Beta 0.773% 0.744%
Alpha -0.266% 0.064%

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Fund Managers

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

Market Cap

Scheme Name

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Others 100 100

Sector Allocation

Scheme Name

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Others 100 100

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