LIC MF Ultra Short Term Fund Regular vs SBI Short Horizon Debt Fund compare
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
LIC MF Ultra Short Term Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
Fund | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹12131 Cr | ₹361 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 14 Feb 2025 | 27 Nov 2019 |
Category | Ultra Short Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE Liquid Rate Index | CRISIL Ultra Short Duration Fund BI Index |
Turn Over | 0.0% | % |
Expense Ratio | 1.02 | 0.95 |
Manager | Pradeep Kesavan | Rahul Singh |
ISIN Code | INF200K01MG8 | INF767K01QO1 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
1 Month | 0.98% | 0.73% |
6 Month | 3.93% | 3.54% |
1 Year | 7.74% | 7.03% |
3 Year | 6.61% | 6.15% |
5 Year | 5.73% | 5.12% |
SIP Return Analysis
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
6 Month | 2.26% | 1.92% |
1 Year | 8.15% | 7.28% |
3 Year | 7.35% | 6.7% |
5 Year | 6.32% | 5.85% |
Rolling Lumpsum Returns
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
1 Year | 7.72% | 4.41% |
3 Year | 7.52% | 4.44% |
5 Year | 8.06% | 4.89% |
Risk Management
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
Standard Deviation | 0.549% | 0.366% |
Sharp | -0.742% | -2.736% |
Beta | 4.186% | 2.269% |
Alpha | -1.12% | -1.038% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional 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 Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
Market Cap
Scheme Name |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns9.92%
Nippon India Hybrid Bond Fund-Growth Plan
3Y Returns8.34%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns28.45%
Invesco India Infrastructure Fund - Growth Option
3Y Returns23.99%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
Nippon India Multi Cap Fund-Growth Plan-Growth Option
3Y Returns22.46%
Franklin India Prima Fund-Growth
3Y Returns21.57%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns26.71%