Motilal Oswal Ultra Short Term Fund (MOFUSTF) vs SBI Magnum Ultra Short Duration Fund compare
SBI Ultra Short Duration Fund - Regular Plan - Growth
Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth
Chart Comparison
Overview
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth |
|---|---|---|
| Fund | SBI Ultra Short Duration Fund - Regular Plan - Growth | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Low |
| Asset Size (Cr) | ₹15624 Cr | ₹566 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 21 May 1999 | 06 Sep 2013 |
| 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% | 70% |
| Expense Ratio | 0.55 | 1.06 |
| Manager | Pradeep Kesavan | Rakesh Shetty |
| ISIN Code | INF200K01LJ4 | INF247L01213 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth |
|---|---|---|
| 1 Month | 0.41% | 0.34% |
| 6 Month | 2.95% | 2.37% |
| 1 Year | 6.99% | 5.43% |
| 3 Year | 7.12% | 5.74% |
| 5 Year | 5.8% | 4.62% |
SIP Return Analysis
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth |
|---|---|---|
| 6 Month | 1.4% | 1.15% |
| 1 Year | 6.39% | 5.05% |
| 3 Year | 7.02% | 5.61% |
| 5 Year | 6.61% | 5.31% |
Rolling Lumpsum Returns
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth |
|---|---|---|
| 1 Year | 7.21% | 5.74% |
| 3 Year | 7.07% | 3.79% |
| 5 Year | 6.81% | 3.09% |
Risk Management
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 0.56% | 0.19% |
| Sharp | 0.07% | -5.52% |
| Beta | 1.24% | 0.57% |
| Alpha | 2.52% | -1.36% |
Fund Managers
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth |
|---|---|---|
| Name | Pradeep Kesavan | Rakesh Shetty |
| Total AUM | ₹434274 Cr | ₹33886 Cr |
| Funds Managed | 43 | 19 |
| SBI Ultra Short Duration Fund - Regular Plan - Growth | Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth |
Market Cap
| Scheme Name |
SBI Ultra Short Duration Fund - Regular Plan - Growth |
Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Ultra Short Duration Fund - Regular Plan - Growth |
Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth |
|---|---|---|
| Others | 100 | 100 |
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