Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC Ultra Short Duration Fund vs SBI Short Horizon Debt Fund compare

Link copied to clipboard!

tortoise-icon SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

Invest Now

tortoise-icon HSBC Ultra Short Duration Fund - Regular Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth HSBC Ultra Short Duration Fund - Regular Growth
Fund SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional 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) ₹15812 Cr ₹2924 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Feb 2025 29 Jan 2020
Category Low Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark BSE Liquid Rate Index CRISIL Ultra Short Duration Fund AI Index
Turn Over 0.0% 54%
Expense Ratio 1.02 0.47
Manager Pradeep Kesavan Jalpan Shah
ISIN Code INF200K01MG8 INF336L01OW1
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth HSBC Ultra Short Duration Fund - Regular Growth
1 Month 0.39% 0.44%
6 Month 4.05% 3.78%
1 Year 7.59% 7.46%
3 Year 7.01% 7.1%
5 Year 5.57% 5.7%

SIP Return Analysis

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth HSBC Ultra Short Duration Fund - Regular Growth
6 Month 1.74% 1.69%
1 Year 7.57% 7.32%
3 Year 7.34% 7.31%
5 Year 6.49% 6.59%

Rolling Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth HSBC Ultra Short Duration Fund - Regular Growth
1 Year 7.72% 5.97%
3 Year 7.5% 5.48%
5 Year 8.05% 5.67%

Risk Management

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth HSBC Ultra Short Duration Fund - Regular Growth
Standard Deviation 0.42% 0.27%
Sharp 0.70% 1.49%
Beta 4.68% 2.94%
Alpha -0.99% -0.42%

Fund Managers

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional 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 Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth HSBC Ultra Short Duration Fund - Regular Growth

Market Cap

Scheme Name

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

HSBC Ultra Short Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

HSBC Ultra Short Duration Fund - Regular Growth

Others 100 100

Top Comparisons

ICICI Prudential Banking and PSU Debt Fund - Growth ICICI Prudential Banking and PSU Debt Fund - Growth

3Y Returns7.7%

VS

Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option

3Y Returns0%

Compare Now

ITI Arbitrage Fund Regular - Growth ITI Arbitrage Fund Regular - Growth

3Y Returns6.34%

VS

HSBC Arbitrage Fund - Regular Growth HSBC Arbitrage Fund - Regular Growth

3Y Returns6.8%

Compare Now

Nippon India Aggressive Hybrid Fund - Regular - Growth Nippon India Aggressive Hybrid Fund - Regular - Growth

3Y Returns15.29%

VS

HSBC Aggressive Hybrid Fund - Regular Growth HSBC Aggressive Hybrid Fund - Regular Growth

3Y Returns15.22%

Compare Now

INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

3Y Returns12.15%

VS

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

3Y Returns16.79%

Compare Now
Add to Cart Successfully