Axis Short Term Fund vs SBI Short Horizon Debt Fund compare
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Axis Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹16277 Cr | ₹12201 Cr |
| Min Investment | ₹10000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹5000 | ₹1000 |
| Launch Date | 27 Jul 2007 | 22 Jan 2010 |
| 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% | 0.0% |
| Expense Ratio | 0.85 | 0.89 |
| Manager | Pradeep Kesavan | Devang Shah |
| ISIN Code | INF200K01IG6 | INF846K01644 |
| 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 | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.68% | 0.69% |
| 6 Month | 3.22% | 3.34% |
| 1 Year | 8.23% | 8.55% |
| 3 Year | 7.65% | 7.81% |
| 5 Year | 5.76% | 6.04% |
SIP Return Analysis
| Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.46% | 1.52% |
| 1 Year | 7.79% | 8.08% |
| 3 Year | 7.85% | 8.09% |
| 5 Year | 6.9% | 7.12% |
Rolling Lumpsum Returns
| Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.71% | 8.04% |
| 3 Year | 7.42% | 7.97% |
| 5 Year | 7.81% | 7.96% |
Risk Management
| Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.96% | 0.97% |
| Sharp | 0.76% | 0.88% |
| Beta | 1.34% | 1.34% |
| Alpha | -0.56% | -0.43% |
Fund Managers
| Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Devang Shah |
| Total AUM | ₹434274 Cr | ₹60014 Cr |
| Funds Managed | 43 | 15 |
| SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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