SBI Short Horizon Debt Fund vs LIC MF Ultra Short Term Fund Regular compare
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
LIC MF Ultra Short Term Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
Fund | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹16764 Cr | ₹217 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 14 Feb 2025 | 27 Nov 2019 |
Category | Low Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE Liquid Rate Index | CRISIL Ultra Short Duration Fund BI Index |
Turn Over | 0.0% | % |
Expense Ratio | 1.02 | 0.95 |
Manager | Pradeep Kesavan | Rahul Singh |
ISIN Code | INF200K01MG8 | INF767K01QO1 |
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 | LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
1 Month | 0.58% | 0.46% |
6 Month | 3.29% | 3% |
1 Year | 7.3% | 6.64% |
3 Year | 7.14% | 6.46% |
5 Year | 5.61% | 5.24% |
SIP Return Analysis
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
6 Month | 1.46% | 1.38% |
1 Year | 7.06% | 6.34% |
3 Year | 7.21% | 6.58% |
5 Year | 6.53% | 6.03% |
Rolling Lumpsum Returns
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
1 Year | 7.7% | 5.13% |
3 Year | 7.5% | 4.88% |
5 Year | 8.04% | 5.11% |
Risk Management
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
Standard Deviation | 0.39% | 0.24% |
Sharp | 0.82% | -1.07% |
Beta | 4.60% | 2.74% |
Alpha | -0.89% | -1.00% |
Fund Managers
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
Name | Pradeep Kesavan | Rahul Singh |
Total AUM | ₹434274 Cr | ₹19760 Cr |
Funds Managed | 43 | 9 |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | LIC MF Ultra Short Term Fund Regular - Growth |
Market Cap
Scheme Name |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
Others | 100 | 100 |
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