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SBI Short Horizon Debt Fund vs LIC MF Ultra Short Term Fund Regular compare

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tortoise-icon SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

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tortoise-icon LIC MF Ultra Short Term Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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