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) | ₹16698 Cr | ₹23785 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 | 0.27% | 0.34% |
| 6 Month | 2.58% | 2.96% |
| 1 Year | 6.95% | 7.28% |
| 3 Year | 6.98% | 7.42% |
| 5 Year | 5.62% | 6.19% |
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 | 1.29% | 1.47% |
| 1 Year | 6.09% | 6.68% |
| 3 Year | 6.93% | 7.4% |
| 5 Year | 6.49% | 6.97% |
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 | 7.67% | 7.65% |
| 3 Year | 7.49% | 7.72% |
| 5 Year | 8.02% | 8.08% |
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 | 0.62% | 0.54% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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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