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) | ₹16698 Cr | ₹4059 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 | 0.34% | 0.42% |
| 6 Month | 2.76% | 2.93% |
| 1 Year | 7.07% | 7% |
| 3 Year | 7.03% | 7.12% |
| 5 Year | 5.62% | 5.83% |
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 | 1.3% | 1.39% |
| 1 Year | 6.38% | 6.41% |
| 3 Year | 7.01% | 7.03% |
| 5 Year | 6.5% | 6.62% |
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 | 7.68% | 6.47% |
| 3 Year | 7.49% | 5.7% |
| 5 Year | 8.02% | 5.7% |
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 | 0.38% | 0.25% |
| Sharp | 0.96% | 1.73% |
| Beta | 1.22% | 0.90% |
| Alpha | -0.74% | -0.31% |
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 |
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