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Axis Ultra Short Term Fund vs SBI Magnum Ultra Short Duration Fund compare

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tortoise-icon SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

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tortoise-icon Axis Ultra Short Duration Fund - Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹15902 Cr ₹6706 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
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 0.47% 0.46%
6 Month 3.75% 3.6%
1 Year 7.41% 7.07%
3 Year 7.07% 6.67%
5 Year 5.68% 5.37%

SIP Return Analysis

Scheme Name SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth Axis Ultra Short Duration Fund - Regular Plan Growth
6 Month 1.69% 1.64%
1 Year 7.29% 6.99%
3 Year 7.3% 6.92%
5 Year 6.57% 6.2%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth Axis Ultra Short Duration Fund - Regular Plan Growth
1 Year 7.38% 6.12%
3 Year 7.31% 4.9%
5 Year 6.92% 5.3%

Risk Management

Scheme Name SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth Axis Ultra Short Duration Fund - Regular Plan Growth
Standard Deviation 0.28% 0.29%
Sharp 1.30% -0.14%
Beta 3.16% 3.18%
Alpha -0.52% -0.91%

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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