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) | ₹16700 Cr | ₹16764 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 | 0.52% | 0.52% |
| 6 Month | 3.21% | 3.19% |
| 1 Year | 7.18% | 7.28% |
| 3 Year | 7.17% | 7.14% |
| 5 Year | 5.79% | 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% | 1.44% |
| 1 Year | 6.86% | 6.98% |
| 3 Year | 7.18% | 7.19% |
| 5 Year | 6.62% | 6.52% |
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 | 6.79% | 7.7% |
| 3 Year | 5.41% | 7.5% |
| 5 Year | 5.77% | 8.04% |
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 | 0.26% | 0.39% |
| Sharp | 1.42% | 0.82% |
| Beta | 3.11% | 4.60% |
| Alpha | -0.45% | -0.89% |
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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