HSBC Short Duration Fund vs SBI Short Horizon Debt Fund compare
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
HSBC Short Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Fund | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | HSBC Short Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹17716 Cr | ₹4539 Cr |
| Min Investment | ₹10000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹5000 | ₹1000 |
| Launch Date | 27 Jul 2007 | 27 Dec 2011 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | NIFTY Short Duration Debt Index B-II |
| Turn Over | 0.0% | 54% |
| Expense Ratio | 0.85 | 0.75 |
| Manager | Pradeep Kesavan | Jalpan Shah |
| ISIN Code | INF200K01IG6 | INF917K01CL8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.08% | 0.11% |
| 6 Month | 2.57% | 2.45% |
| 1 Year | 7.78% | 7.73% |
| 3 Year | 7.36% | 7.24% |
| 5 Year | 5.68% | 5.47% |
SIP Return Analysis
| Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.13% | 1.09% |
| 1 Year | 6.31% | 6.2% |
| 3 Year | 7.46% | 7.36% |
| 5 Year | 6.79% | 6.6% |
Rolling Lumpsum Returns
| Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.75% | 7.87% |
| 3 Year | 7.45% | 7.34% |
| 5 Year | 7.79% | 7.43% |
Risk Management
| Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.94% | 0.99% |
| Sharp | 0.84% | 0.66% |
| Beta | 1.36% | 1.42% |
| Alpha | -0.52% | -0.71% |
Fund Managers
| Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Jalpan Shah |
| Total AUM | ₹434274 Cr | ₹16521 Cr |
| Funds Managed | 43 | 6 |
| SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | HSBC Short Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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