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) | ₹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% | 0.55% |
| 6 Month | 2.86% | 3.46% |
| 1 Year | 6.34% | 7.65% |
| 3 Year | 6.38% | 7.5% |
| 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 |
Top Comparisons
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns22.93%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns16.79%
HDFC Money Market Fund - Growth Option
3Y Returns7.48%
DSP Savings Fund - Regular Plan - Growth
3Y Returns7.24%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns18.48%
LIC MF Infrastructure Fund-Growth
3Y Returns28%