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 | Moderate | Low to Moderate |
Asset Size (Cr) | ₹11858 Cr | ₹2984 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 | 0.54 | 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 | 0.62% | 0.63% |
6 Month | 3.56% | 3.57% |
1 Year | 7.43% | 7.43% |
3 Year | 6.39% | 6.43% |
5 Year | 5.6% | 5.57% |
SIP Return Analysis
Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 7.11% | 7.14% |
3 Year | 6.97% | 6.99% |
5 Year | 6.13% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
1 Year | 7.36% | 4.95% |
3 Year | 7.32% | 5.14% |
5 Year | 6.96% | 5.57% |
Risk Management
Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.56% | 0.54% |
Sharp | 0.07% | 0.14% |
Beta | 1.24% | 1.19% |
Alpha | 2.52% | 2.45% |
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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 |
Fund Manage | 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 | 3.62 |
Sovereign | - | 1.92 |
Financial | - | 90.81 |
Services | - | 1.83 |
Energy | - | 1.82 |
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