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) | ₹10696 Cr | ₹151 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| 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 | 0.63% | 0.46% |
| 6 Month | 3.2% | 2.9% |
| 1 Year | 8.2% | 7.61% |
| 3 Year | 7.65% | 7.07% |
| 5 Year | 6.18% | 5.03% |
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 | 1.47% | 1.22% |
| 1 Year | 7.55% | 6.87% |
| 3 Year | 7.88% | 7.32% |
| 5 Year | 7.11% | 6.28% |
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 | 7.28% | 6.05% |
| 3 Year | 7.52% | 4.42% |
| 5 Year | 7.84% | 5.2% |
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% | 1.06% |
| Sharp | 0.90% | 0.29% |
| Beta | 1.31% | 1.44% |
| Alpha | -0.49% | -1.19% |
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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