SBI Magnum Ultra Short Duration Fund vs HSBC Ultra Short Duration Fund compare
SBI Ultra Short Duration Fund - Regular Plan - Growth
HSBC Ultra Short Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Fund | SBI Ultra Short Duration Fund - Regular Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Low to Moderate |
| Asset Size (Cr) | ₹15624 Cr | ₹4059 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 May 1999 | 29 Jan 2020 |
| 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 AI Index |
| Turn Over | 24% | 54% |
| Expense Ratio | 0.55 | 0.47 |
| Manager | Pradeep Kesavan | Jalpan Shah |
| ISIN Code | INF200K01LJ4 | INF336L01OW1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.41% | 0.39% |
| 6 Month | 2.94% | 2.92% |
| 1 Year | 6.98% | 6.97% |
| 3 Year | 7.11% | 7.11% |
| 5 Year | 5.8% | 5.83% |
SIP Return Analysis
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.43% | 1.39% |
| 1 Year | 6.48% | 6.41% |
| 3 Year | 7.05% | 7.03% |
| 5 Year | 6.61% | 6.62% |
Rolling Lumpsum Returns
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.22% | 6.47% |
| 3 Year | 7.07% | 5.7% |
| 5 Year | 6.82% | 5.7% |
Risk Management
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.56% | 0.25% |
| Sharp | 0.07% | 1.73% |
| Beta | 1.24% | 0.90% |
| Alpha | 2.52% | -0.31% |
Fund Managers
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Jalpan Shah |
| Total AUM | ₹434274 Cr | ₹16521 Cr |
| Funds Managed | 43 | 6 |
| SBI Ultra Short Duration Fund - Regular Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
SBI Ultra Short Duration Fund - Regular Plan - Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Ultra Short Duration Fund - Regular Plan - Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth
3Y Returns14.44%
Tata Gold ETF Fund of Fund - Regular (G)
3Y Returns0%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns7.35%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns6.91%
Sundaram Short Duration Fund Regular Growth
3Y Returns7.31%
Kotak Bond Short Term Plan-(Growth)
3Y Returns7.1%
Invesco India GILT Fund - Growth
3Y Returns6.66%
Axis Gilt Fund - Regular Plan - Growth Option
3Y Returns7.21%