SBI Short Horizon Debt Fund vs Aditya Birla Sun Life Savings Fund compare
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Fund | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹16033 Cr | ₹21439 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 14 Feb 2025 | 17 Apr 2003 |
Category | Low Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE Liquid Rate Index | NIFTY Ultra Short Duration Debt Index B-I |
Turn Over | 0.0% | 24% |
Expense Ratio | 1.02 | 0.55 |
Manager | Pradeep Kesavan | Dhaval Joshi |
ISIN Code | INF200K01MG8 | INF209K01LZ1 |
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 | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
1 Month | 0.35% | 0.45% |
6 Month | 3.94% | 4.04% |
1 Year | 7.45% | 7.94% |
3 Year | 6.98% | 7.41% |
5 Year | 5.59% | 6.13% |
SIP Return Analysis
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
6 Month | 1.57% | 1.74% |
1 Year | 7.34% | 7.76% |
3 Year | 7.28% | 7.69% |
5 Year | 6.48% | 6.95% |
Rolling Lumpsum Returns
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
1 Year | 7.72% | 7.61% |
3 Year | 7.5% | 7.73% |
5 Year | 8.05% | 8.09% |
Risk Management
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 0.42% | 0.32% |
Sharp | 0.70% | 2.10% |
Beta | 4.68% | 3.13% |
Alpha | -0.99% | -0.20% |
Fund Managers
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Name | Pradeep Kesavan | Dhaval Joshi |
Total AUM | ₹434274 Cr | ₹361932 Cr |
Funds Managed | 43 | 55 |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
Market Cap
Scheme Name |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
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