HSBC Ultra Short Duration Fund vs SBI Short Horizon Debt Fund compare
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
HSBC Ultra Short Duration Fund - Regular Growth
Chart Comparison
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) | ₹12131 Cr | ₹2625 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 14 Feb 2025 | 29 Jan 2020 |
Category | Ultra Short 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 | 0.78% | 0.72% |
6 Month | 4.19% | 3.96% |
1 Year | 7.9% | 7.66% |
3 Year | 6.96% | 7.06% |
5 Year | 5.64% | 5.68% |
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 | 2.26% | 2.03% |
1 Year | 8.28% | 7.84% |
3 Year | 7.47% | 7.42% |
5 Year | 6.47% | 6.56% |
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 | 7.7% | 5.36% |
3 Year | 7.51% | 5.33% |
5 Year | 8.05% | 5.66% |
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 | 0.549% | 0.456% |
Sharp | -0.742% | -0.027% |
Beta | 4.186% | 2.978% |
Alpha | -1.12% | -0.586% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns23.03%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns20.37%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns30.42%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns23.24%
Tata Liquid Fund -Regular Plan - Growth Option
3Y Returns6.89%
Mirae Asset Liquid Fund - Growth
3Y Returns6.93%
BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH
3Y Returns7.04%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns7.34%