LIC MF Short Term Debt Fund Regular vs Aditya Birla Sun Life Short Term Fund compare
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
LIC MF Short Term Debt Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | LIC MF Short Term Debt Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹11363 Cr | ₹270 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹200 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 09 May 2003 | 01 Feb 2019 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Debt Index B-II | CRISIL Short Duration Fund BII Index |
| Turn Over | 78% | % |
| Expense Ratio | 0.95 | 1.32 |
| Manager | Dhaval Joshi | Marzban Irani |
| ISIN Code | INF209K01942 | INF767K01PT2 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.08% | 0.02% |
| 6 Month | 2.76% | 2.17% |
| 1 Year | 7.75% | 7.09% |
| 3 Year | 7.48% | 6.87% |
| 5 Year | 6.09% | 4.95% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.33% | 0.98% |
| 1 Year | 6.5% | 5.48% |
| 3 Year | 7.58% | 6.9% |
| 5 Year | 7.01% | 6.14% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| 1 Year | 7.45% | 6.15% |
| 3 Year | 7.55% | 4.49% |
| 5 Year | 7.83% | 5.18% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.96% | 1.17% |
| Sharp | 0.91% | -0.85% |
| Beta | 1.35% | 2.15% |
| Alpha | -0.43% | 3.31% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| Name | Dhaval Joshi | Marzban Irani |
| Total AUM | ₹361932 Cr | ₹1914 Cr |
| Funds Managed | 55 | 6 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | LIC MF Short Term Debt Fund Regular - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
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