Axis Ultra Short Term Fund vs Aditya Birla Sun Life Savings Fund compare
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Axis Ultra Short Duration Fund - Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Axis Ultra Short Duration Fund - Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹23785 Cr | ₹6924 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 17 Apr 2003 | 10 Sep 2018 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Ultra Short Duration Debt Index B-I | NIFTY Ultra Short Duration Debt Index B-I |
| Turn Over | 24% | 0.0% |
| Expense Ratio | 0.55 | 1.17 |
| Manager | Dhaval Joshi | Aditya Pagaria |
| ISIN Code | INF209K01LZ1 | INF846K01G23 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| 1 Month | 0.38% | 0.36% |
| 6 Month | 3.12% | 2.79% |
| 1 Year | 7.4% | 6.6% |
| 3 Year | 7.45% | 6.71% |
| 5 Year | 6.17% | 5.46% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 1.48% | 1.32% |
| 1 Year | 6.88% | 6.11% |
| 3 Year | 7.45% | 6.66% |
| 5 Year | 6.97% | 6.23% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 7.65% | 6.27% |
| 3 Year | 7.73% | 5.04% |
| 5 Year | 8.09% | 5.31% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 0.54% | 0.25% |
| Sharp | 0.64% | 0.22% |
| Beta | 1.14% | 0.94% |
| Alpha | 2.62% | -0.72% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Name | Dhaval Joshi | Aditya Pagaria |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 15 |
| Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Axis Ultra Short Duration Fund - Regular Plan Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Others | 100 | 100 |
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