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SBI Short Horizon Debt Fund vs INVESCO INDIA ULTRA SHORT DURATION FUND compare
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Chart Comparison
Overview
| Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Fund | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹16698 Cr | ₹1603 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Feb 2025 | 30 Dec 2010 |
| 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 | 0.79 |
| Manager | Pradeep Kesavan | Krishna Venkat Cheemalapati |
| ISIN Code | INF200K01MG8 | INF205K01TM0 |
| 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 | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| 1 Month | 0.29% | 0.38% |
| 6 Month | 2.72% | 2.83% |
| 1 Year | 7.03% | 6.86% |
| 3 Year | 7.01% | 6.97% |
| 5 Year | 5.62% | 5.57% |
SIP Return Analysis
| Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| 6 Month | 1.25% | 1.32% |
| 1 Year | 6.19% | 6.16% |
| 3 Year | 6.95% | 6.89% |
| 5 Year | 6.48% | 6.43% |
Rolling Lumpsum Returns
| Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| 1 Year | 7.67% | 7.43% |
| 3 Year | 7.49% | 7.33% |
| 5 Year | 8.02% | 7.28% |
Risk Management
| Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Standard Deviation | 0.38% | 0.30% |
| Sharp | 0.96% | 0.95% |
| Beta | 1.22% | 0.97% |
| Alpha | -0.74% | -0.51% |
Fund Managers
| Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Krishna Venkat Cheemalapati |
| Total AUM | ₹434274 Cr | ₹24743 Cr |
| Funds Managed | 43 | 19 |
| SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
Market Cap
| Scheme Name |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Others | 100 | 100 |
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