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) | ₹20228 Cr | ₹6681 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 | 0.56% | 0.48% |
6 Month | 4.16% | 3.69% |
1 Year | 8.07% | 7.13% |
3 Year | 7.41% | 6.68% |
5 Year | 6.13% | 5.37% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Axis Ultra Short Duration Fund - Regular Plan Growth |
---|---|---|
6 Month | 2.01% | 1.77% |
1 Year | 8.23% | 7.26% |
3 Year | 7.8% | 6.99% |
5 Year | 6.96% | 6.21% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Axis Ultra Short Duration Fund - Regular Plan Growth |
---|---|---|
1 Year | 7.61% | 6.12% |
3 Year | 7.73% | 4.9% |
5 Year | 8.09% | 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 | 0.34% | 0.30% |
Sharp | 1.94% | -0.29% |
Beta | 3.06% | 3.05% |
Alpha | -0.20% | -0.88% |
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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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