SBI Short Horizon Debt Fund vs Axis Short Term Fund compare
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Axis Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹16453 Cr | ₹11760 Cr |
Min Investment | ₹10000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹5000 | ₹1000 |
Launch Date | 27 Jul 2007 | 22 Jan 2010 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE India Bond Index | NIFTY Short Duration Debt Index B-II |
Turn Over | 0.0% | 0.0% |
Expense Ratio | 0.85 | 0.89 |
Manager | Pradeep Kesavan | Devang Shah |
ISIN Code | INF200K01IG6 | INF846K01644 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.09% | 0.16% |
6 Month | 4.56% | 4.76% |
1 Year | 8.38% | 8.73% |
3 Year | 7.33% | 7.47% |
5 Year | 5.81% | 6.08% |
SIP Return Analysis
Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.74% | 1.87% |
1 Year | 8.39% | 8.79% |
3 Year | 7.95% | 8.19% |
5 Year | 6.83% | 7.06% |
Rolling Lumpsum Returns
Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.69% | 8.02% |
3 Year | 7.43% | 8.01% |
5 Year | 7.82% | 7.97% |
Risk Management
Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.95% | 0.98% |
Sharp | 0.74% | 0.88% |
Beta | 1.14% | 1.18% |
Alpha | -0.33% | -0.21% |
Fund Managers
Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Devang Shah |
Total AUM | ₹434274 Cr | ₹60014 Cr |
Funds Managed | 43 | 15 |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns13.09%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns11.11%
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
3Y Returns0%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns15.85%
HDFC Infrastructure Fund - Growth Plan
3Y Returns29.41%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns28.67%
PGIM India Equity Savings Fund - Growth Option
3Y Returns7.07%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns10.42%