Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Diwali Decoration Items Diwali Decoration Items

SBI Short Horizon Debt Fund vs Aditya Birla Sun Life Savings Fund compare

Link copied to clipboard!

tortoise-icon SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹16764 Cr ₹21367 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 0.58% 0.56%
6 Month 3.29% 3.54%
1 Year 7.3% 7.74%
3 Year 7.14% 7.51%
5 Year 5.61% 6.14%

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 1.46% 1.6%
1 Year 7.06% 7.39%
3 Year 7.21% 7.6%
5 Year 6.53% 6.98%

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 7.7% 7.62%
3 Year 7.5% 7.72%
5 Year 8.04% 8.07%

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 0.39% 0.29%
Sharp 0.82% 2.31%
Beta 4.60% 3.06%
Alpha -0.89% -0.11%

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

Top Comparisons

Kotak ELSS Tax Saver Fund-Scheme-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth

3Y Returns16.9%

VS

DSP ELSS Tax Saver Fund - Regular Plan - Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns20.42%

Compare Now

Nippon India Ultra Short Duration Fund- Growth Option Nippon India Ultra Short Duration Fund- Growth Option

3Y Returns6.95%

VS

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns6.46%

Compare Now

Mahindra Manulife Consumption Fund- Regular Plan - Growth Mahindra Manulife Consumption Fund- Regular Plan - Growth

3Y Returns16.64%

VS

SBI Consumption Opportunities Fund - Regular - Growth SBI Consumption Opportunities Fund - Regular - Growth

3Y Returns15.42%

Compare Now

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns7.19%

VS

PGIM India Dynamic Bond Fund - Growth Option PGIM India Dynamic Bond Fund - Growth Option

3Y Returns7.09%

Compare Now
Add to Cart Successfully