HSBC Ultra Short Duration Fund vs SBI Magnum Ultra Short Duration Fund compare
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
HSBC Ultra Short Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Fund | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹14505 Cr | ₹3952 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 May 1999 | 29 Jan 2020 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra Short Duration Fund BI Index | CRISIL Ultra Short Duration Fund AI Index |
| Turn Over | 24% | 54% |
| Expense Ratio | 0.55 | 0.47 |
| Manager | Pradeep Kesavan | Jalpan Shah |
| ISIN Code | INF200K01LJ4 | INF336L01OW1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.53% | 0.53% |
| 6 Month | 3.08% | 3.07% |
| 1 Year | 7.06% | 7.08% |
| 3 Year | 7.14% | 7.15% |
| 5 Year | 5.79% | 5.82% |
SIP Return Analysis
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.51% | 1.5% |
| 1 Year | 6.69% | 6.66% |
| 3 Year | 7.12% | 7.12% |
| 5 Year | 6.63% | 6.65% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.22% | 6.46% |
| 3 Year | 7.07% | 5.67% |
| 5 Year | 6.82% | 5.7% |
Risk Management
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.56% | 0.25% |
| Sharp | 0.07% | 1.75% |
| Beta | 1.24% | 0.89% |
| Alpha | 2.52% | -0.32% |
Fund Managers
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Jalpan Shah |
| Total AUM | ₹434274 Cr | ₹16521 Cr |
| Funds Managed | 43 | 6 |
| SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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