ITI Ultra Short Duration Fund Regular vs Aditya Birla Sun Life Savings Fund compare
ITI Ultra Short Duration Fund Regular - Growth
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | ITI Ultra Short Duration Fund Regular - Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Fund | ITI Ultra Short Duration Fund Regular - Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹170 Cr | ₹21521 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 07 May 2021 | 17 Apr 2003 |
Category | Ultra Short Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Ultra Short Duration Fund AI Index | NIFTY Ultra Short Duration Debt Index B-I |
Turn Over | % | 24% |
Expense Ratio | 0.96 | 0.55 |
Manager | Vikrant Mehta | Dhaval Joshi |
ISIN Code | INF00XX01952 | INF209K01LZ1 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ITI Ultra Short Duration Fund Regular - Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
1 Month | 0.41% | 0.47% |
6 Month | 3.36% | 4.09% |
1 Year | 6.55% | 7.92% |
3 Year | 6.32% | 7.41% |
5 Year | - | 6.14% |
SIP Return Analysis
Scheme Name | ITI Ultra Short Duration Fund Regular - Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
6 Month | 1.35% | 1.65% |
1 Year | 6.23% | 7.56% |
3 Year | 6.44% | 7.64% |
5 Year | - | 6.94% |
Rolling Lumpsum Returns
Scheme Name | ITI Ultra Short Duration Fund Regular - Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
1 Year | 6.25% | 7.61% |
3 Year | 5.48% | 7.73% |
5 Year | - | 8.09% |
Risk Management
Scheme Name | ITI Ultra Short Duration Fund Regular - Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 0.26% | 0.33% |
Sharp | -1.74% | 2.00% |
Beta | 2.69% | 3.26% |
Alpha | -1.11% | -0.24% |
Fund Managers
Scheme Name | ITI Ultra Short Duration Fund Regular - Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Name | Vikrant Mehta | Dhaval Joshi |
Total AUM | ₹698 Cr | ₹361932 Cr |
Funds Managed | 8 | 55 |
ITI Ultra Short Duration Fund Regular - Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
Market Cap
Scheme Name |
ITI Ultra Short Duration Fund Regular - Growth |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
ITI Ultra Short Duration Fund Regular - Growth |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
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