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ITI Ultra Short Duration Fund Regular vs Aditya Birla Sun Life Savings Fund compare

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tortoise-icon ITI Ultra Short Duration Fund Regular - Growth

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tortoise-icon Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

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Chart Comparison

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

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) ₹167 Cr ₹21367 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 0.45% 0.53%
6 Month 2.95% 3.6%
1 Year 6.38% 7.7%
3 Year 6.38% 7.51%
5 Year - 6.16%

SIP Return Analysis

Scheme Name ITI Ultra Short Duration Fund Regular - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
6 Month 1.3% 1.55%
1 Year 5.98% 7.23%
3 Year 6.37% 7.57%
5 Year - 6.99%

Rolling Lumpsum Returns

Scheme Name ITI Ultra Short Duration Fund Regular - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Year 6.3% 7.66%
3 Year 5.56% 7.73%
5 Year - 8.1%

Risk Management

Scheme Name ITI Ultra Short Duration Fund Regular - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Standard Deviation 0.22% 0.28%
Sharp -1.47% 2.53%
Beta 0.80% 1.04%
Alpha -0.99% -0.12%

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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