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) | ₹21367 Cr | ₹4554 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| 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 | 0.53% | 0.45% |
| 6 Month | 3.5% | 3.09% |
| 1 Year | 7.69% | 6.79% |
| 3 Year | 7.51% | 6.77% |
| 5 Year | 6.15% | 5.42% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 1.07% | 0.96% |
| 1 Year | 6.2% | 5.52% |
| 3 Year | 7.22% | 6.47% |
| 5 Year | 6.78% | 6.06% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 7.62% | 6.16% |
| 3 Year | 7.72% | 4.97% |
| 5 Year | 8.07% | 5.3% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 0.28% | 0.25% |
| Sharp | 2.53% | 0.19% |
| Beta | 1.04% | 0.92% |
| Alpha | -0.12% | -0.73% |
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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