Aditya Birla Sun Life Short Term Fund vs SBI Short Horizon Debt Fund compare
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Chart Comparison
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) | ₹16453 Cr | ₹10524 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 | 0.25% | 0.26% |
6 Month | 4.7% | 4.51% |
1 Year | 8.52% | 8.43% |
3 Year | 7.38% | 7.44% |
5 Year | 5.81% | 6.43% |
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 | 1.74% | 1.69% |
1 Year | 8.39% | 8.15% |
3 Year | 7.95% | 7.95% |
5 Year | 6.83% | 7.03% |
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 | 7.69% | 7.24% |
3 Year | 7.43% | 7.53% |
5 Year | 7.82% | 7.89% |
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 | 0.95% | 0.92% |
Sharp | 0.74% | 0.85% |
Beta | 1.14% | 1.07% |
Alpha | -0.33% | -0.20% |
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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