Axis Short Term Fund vs SBI Short Term Debt Fund compare
SBI Short Term Debt Fund - Regular Plan -Growth
Axis Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Short Term Debt Fund - Regular Plan -Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Short Term Debt Fund - Regular Plan -Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹16453 Cr | ₹11760 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 Jul 2007 | 22 Jan 2010 |
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% | 0.0% |
Expense Ratio | 0.85 | 0.89 |
Manager | Pradeep Kesavan | Devang Shah |
ISIN Code | INF200K01HZ8 | INF846K01644 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Short Term Debt Fund - Regular Plan -Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.25% | 0.3% |
6 Month | 4.7% | 4.88% |
1 Year | 8.52% | 8.86% |
3 Year | 7.38% | 7.52% |
5 Year | 5.81% | 6.1% |
SIP Return Analysis
Scheme Name | SBI Short Term Debt Fund - Regular Plan -Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.74% | 1.87% |
1 Year | 8.39% | 8.79% |
3 Year | 7.95% | 8.19% |
5 Year | 6.83% | 7.06% |
Rolling Lumpsum Returns
Scheme Name | SBI Short Term Debt Fund - Regular Plan -Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.67% | 8.02% |
3 Year | 7.71% | 8.01% |
5 Year | 7.9% | 7.97% |
Risk Management
Scheme Name | SBI Short Term Debt Fund - Regular Plan -Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.95% | 0.98% |
Sharp | 0.74% | 0.88% |
Beta | 1.14% | 1.18% |
Alpha | -0.33% | -0.21% |
Fund Managers
Scheme Name | SBI Short Term Debt Fund - Regular Plan -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 Term Debt Fund - Regular Plan -Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Short Term Debt Fund - Regular Plan -Growth |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Short Term Debt Fund - Regular Plan -Growth |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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