INVESCO INDIA ULTRA SHORT DURATION FUND vs SBI Short Horizon Debt Fund compare
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Chart Comparison
Overview
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
Fund | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹15622 Cr | ₹1330 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 14 Feb 2025 | 30 Dec 2010 |
Category | Low Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE Liquid Rate Index | NIFTY Ultra Short Duration Debt Index B-I |
Turn Over | 0.0% | 24% |
Expense Ratio | 1.02 | 0.79 |
Manager | Pradeep Kesavan | Krishna Venkat Cheemalapati |
ISIN Code | INF200K01MG8 | INF205K01TM0 |
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 | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
1 Month | 0.38% | 0.44% |
6 Month | 3.98% | 3.67% |
1 Year | 7.42% | 7.26% |
3 Year | 7% | 6.92% |
5 Year | 5.61% | 5.46% |
SIP Return Analysis
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
6 Month | 1.45% | 1.48% |
1 Year | 7.11% | 6.92% |
3 Year | 7.21% | 7.13% |
5 Year | 6.46% | 6.4% |
Rolling Lumpsum Returns
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
1 Year | 7.72% | 7.45% |
3 Year | 7.5% | 7.48% |
5 Year | 8.05% | 7.46% |
Risk Management
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
Standard Deviation | 0.44% | 0.35% |
Sharp | 0.59% | 0.52% |
Beta | 4.84% | 3.88% |
Alpha | -1.04% | -0.86% |
Fund Managers
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
Name | Pradeep Kesavan | Krishna Venkat Cheemalapati |
Total AUM | ₹434274 Cr | ₹24743 Cr |
Funds Managed | 43 | 19 |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
Market Cap
Scheme Name |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns15.71%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns10.52%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns10.95%
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns5.18%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Kotak Banking and PSU Debt - Growth
3Y Returns7.32%
SBI Banking & PSU Fund - Regular Paln - Growth
3Y Returns7.18%