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) | ₹12131 Cr | ₹361 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 14 Feb 2025 | 27 Nov 2019 |
Category | Ultra Short 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 | 0.74% | 0.54% |
6 Month | 4.11% | 3.56% |
1 Year | 7.89% | 7.06% |
3 Year | 6.91% | 6.3% |
5 Year | 5.66% | 5.11% |
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 | 2.26% | 1.86% |
1 Year | 8.21% | 7.19% |
3 Year | 7.4% | 6.7% |
5 Year | 6.38% | 5.88% |
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 | 7.72% | 4.41% |
3 Year | 7.52% | 4.44% |
5 Year | 8.06% | 4.89% |
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 | 0.549% | 0.366% |
Sharp | -0.742% | -2.736% |
Beta | 4.186% | 2.269% |
Alpha | -1.12% | -1.038% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns20.8%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns16.1%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns16.79%
Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G)
3Y Returns0%
Franklin India Dynamic Asset Allocation Fund of Funds-Growth
3Y Returns15.38%
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan
3Y Returns13.6%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns11.3%
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
3Y Returns9.68%