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) | ₹16698 Cr | ₹195 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 |
| 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 | 0.31% | 0.36% |
| 6 Month | 2.72% | 2.67% |
| 1 Year | 7.02% | 6.42% |
| 3 Year | 7.01% | 6.4% |
| 5 Year | 5.62% | 5.29% |
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 | 1.3% | 1.25% |
| 1 Year | 6.38% | 5.85% |
| 3 Year | 7.01% | 6.44% |
| 5 Year | 6.5% | 6.02% |
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 | 7.68% | 5.59% |
| 3 Year | 7.49% | 4.99% |
| 5 Year | 8.02% | 5.13% |
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 | 0.38% | 0.46% |
| Sharp | 0.96% | -0.26% |
| Beta | 1.22% | 0.85% |
| Alpha | -0.74% | 1.59% |
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
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns7.09%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.43%
HSBC Medium to Long Duration Fund - Regular Growth
3Y Returns6.12%
LIC MF Bond Fund-Regular Plan-Growth
3Y Returns7.11%
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
3Y Returns12.76%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns16.12%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns7.09%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns7.14%