LIC MF Ultra Short Term Fund Regular vs SBI Magnum Ultra Short Duration Fund compare
SBI Ultra Short Duration Fund - Regular Plan - Growth
LIC MF Ultra Short Term Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Fund | SBI Ultra Short Duration Fund - Regular Plan - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Low to Moderate |
| Asset Size (Cr) | ₹15624 Cr | ₹195 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 21 May 1999 | 27 Nov 2019 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra Short Duration Fund BI Index | CRISIL Ultra Short Duration Fund BI Index |
| Turn Over | 24% | % |
| Expense Ratio | 0.55 | 0.95 |
| Manager | Pradeep Kesavan | Rahul Singh |
| ISIN Code | INF200K01LJ4 | INF767K01QO1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.4% | 0.33% |
| 6 Month | 2.87% | 2.54% |
| 1 Year | 6.92% | 6.3% |
| 3 Year | 7.09% | 6.36% |
| 5 Year | 5.82% | 5.31% |
SIP Return Analysis
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.44% | 1.26% |
| 1 Year | 6.33% | 5.69% |
| 3 Year | 7.01% | 6.4% |
| 5 Year | 6.62% | 6.02% |
Rolling Lumpsum Returns
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| 1 Year | 7.21% | 5.65% |
| 3 Year | 7.07% | 5.05% |
| 5 Year | 6.8% | 5.14% |
Risk Management
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.56% | 0.46% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Rahul Singh |
| Total AUM | ₹434274 Cr | ₹19760 Cr |
| Funds Managed | 43 | 9 |
| SBI Ultra Short Duration Fund - Regular Plan - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
Market Cap
| Scheme Name |
SBI Ultra Short Duration Fund - Regular Plan - Growth |
LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Ultra Short Duration Fund - Regular Plan - Growth |
LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
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