Aditya Birla Sun Life Short Term Fund vs SBI Short Term Debt Fund compare
SBI Short Term Debt Fund - Regular Plan -Growth
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | SBI Short Term Debt Fund - Regular Plan -Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| Fund | SBI Short Term Debt Fund - Regular Plan -Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹16277 Cr | ₹10696 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Jul 2007 | 09 May 2003 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short Duration Fund AII 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 | INF200K01HZ8 | INF209K01942 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Short Term Debt Fund - Regular Plan -Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.68% | 0.77% |
| 6 Month | 3.22% | 3.09% |
| 1 Year | 8.23% | 8.09% |
| 3 Year | 7.65% | 7.64% |
| 5 Year | 5.76% | 6.17% |
SIP Return Analysis
| Scheme Name | SBI Short Term Debt Fund - Regular Plan -Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 1.46% | 1.46% |
| 1 Year | 7.79% | 7.63% |
| 3 Year | 7.85% | 7.86% |
| 5 Year | 6.9% | 7.07% |
Rolling Lumpsum Returns
| Scheme Name | SBI Short Term Debt Fund - Regular Plan -Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.69% | 7.28% |
| 3 Year | 7.7% | 7.52% |
| 5 Year | 7.88% | 7.84% |
Risk Management
| Scheme Name | SBI Short Term Debt Fund - Regular Plan -Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 0.96% | 0.96% |
| Sharp | 0.76% | 0.74% |
| Beta | 1.34% | 1.27% |
| Alpha | -0.55% | -0.52% |
Fund Managers
| Scheme Name | SBI Short Term Debt Fund - Regular Plan -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 Term Debt Fund - Regular Plan -Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
SBI Short Term Debt Fund - Regular Plan -Growth |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Short Term Debt Fund - Regular Plan -Growth |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
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