Axis Ultra Short Term Fund vs SBI Magnum Ultra Short Duration Fund compare
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
Axis Ultra Short Duration Fund - Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Fund | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹14505 Cr | ₹6386 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 21 May 1999 | 10 Sep 2018 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra Short Duration Fund BI Index | NIFTY Ultra Short Duration Debt Index B-I |
| Turn Over | 24% | 0.0% |
| Expense Ratio | 0.55 | 1.17 |
| Manager | Pradeep Kesavan | Aditya Pagaria |
| ISIN Code | INF200K01LJ4 | INF846K01G23 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| 1 Month | 0.53% | 0.49% |
| 6 Month | 3.12% | 2.96% |
| 1 Year | 7.09% | 6.73% |
| 3 Year | 7.16% | 6.75% |
| 5 Year | 5.77% | 5.44% |
SIP Return Analysis
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 1.51% | 1.42% |
| 1 Year | 6.69% | 6.33% |
| 3 Year | 7.12% | 6.74% |
| 5 Year | 6.63% | 6.25% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 7.22% | 6.24% |
| 3 Year | 7.07% | 5.04% |
| 5 Year | 6.82% | 5.31% |
Risk Management
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 0.56% | 0.25% |
| Sharp | 0.07% | 0.19% |
| Beta | 1.24% | 0.92% |
| Alpha | 2.52% | -0.73% |
Fund Managers
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Name | Pradeep Kesavan | Aditya Pagaria |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 15 |
| SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | Axis Ultra Short Duration Fund - Regular Plan Growth |
Market Cap
| Scheme Name |
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Others | 100 | 100 |
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