SBI Short Horizon Debt Fund vs HDFC Ultra Short Term Fund compare
HDFC Ultra Short Term Fund - Growth Option
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
Fund | HDFC Ultra Short Term Fund - Growth Option | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹18005 Cr | ₹15622 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Sep 2018 | 14 Feb 2025 |
Category | Ultra Short Duration | Low Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Ultra Short Duration Fund BI Index | BSE Liquid Rate Index |
Turn Over | 26% | 0.0% |
Expense Ratio | 0.69 | 1.02 |
Manager | Anil Bamboli | Pradeep Kesavan |
ISIN Code | INF179KB11R3 | INF200K01MG8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
1 Month | 0.47% | 0.41% |
6 Month | 3.77% | 4.01% |
1 Year | 7.28% | 7.39% |
3 Year | 7.08% | 7.02% |
5 Year | 5.77% | 5.6% |
SIP Return Analysis
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
6 Month | 1.5% | 1.45% |
1 Year | 6.98% | 7.11% |
3 Year | 7.21% | 7.21% |
5 Year | 6.57% | 6.46% |
Rolling Lumpsum Returns
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
1 Year | 6.74% | 7.72% |
3 Year | 5.35% | 7.5% |
5 Year | 5.77% | 8.05% |
Risk Management
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
Standard Deviation | 0.30% | 0.44% |
Sharp | 1.16% | 0.59% |
Beta | 3.29% | 4.84% |
Alpha | -0.56% | -1.04% |
Fund Managers
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
Name | Anil Bamboli | Pradeep Kesavan |
Total AUM | ₹135442 Cr | ₹434274 Cr |
Funds Managed | 12 | 43 |
HDFC Ultra Short Term Fund - Growth Option | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
Market Cap
Scheme Name |
HDFC Ultra Short Term Fund - Growth Option |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
HDFC Ultra Short Term Fund - Growth Option |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
Others | 100 | 100 |
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