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LIC MF Short Term Debt Fund Regular vs Aditya Birla Sun Life Short Term Fund compare

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tortoise-icon Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

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tortoise-icon LIC MF Short Term Debt Fund Regular - Growth

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Chart Comparison

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

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) ₹10524 Cr ₹168 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 0.26% 0.08%
6 Month 4.51% 4.29%
1 Year 8.43% 7.88%
3 Year 7.44% 6.74%
5 Year 6.43% 5.13%

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 1.69% 1.55%
1 Year 8.15% 7.74%
3 Year 7.95% 7.47%
5 Year 7.03% 6.19%

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 7.24% 5.99%
3 Year 7.53% 4.39%
5 Year 7.89% 5.22%

Risk Management

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan LIC MF Short Term Debt Fund Regular - Growth
Standard Deviation 0.92% 1.17%
Sharp 0.85% -0.85%
Beta 1.07% 2.15%
Alpha -0.20% 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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