SBI Short Horizon Debt Fund vs Nippon India Ultra Short Duration Fund compare
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
Nippon India Ultra Short Duration Fund- Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | Nippon India Ultra Short Duration Fund- Growth Option |
|---|---|---|
| Fund | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | Nippon India Ultra Short Duration Fund- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹16698 Cr | ₹13682 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 14 Feb 2025 | 07 Dec 2001 |
| 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% | 23% |
| Expense Ratio | 1.02 | 1.11 |
| Manager | Pradeep Kesavan | Vivek Sharma |
| ISIN Code | INF200K01MG8 | INF204K01UE8 |
| 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 | Nippon India Ultra Short Duration Fund- Growth Option |
|---|---|---|
| 1 Month | 0.31% | 0.38% |
| 6 Month | 2.72% | 2.87% |
| 1 Year | 7.03% | 6.79% |
| 3 Year | 7.01% | 6.89% |
| 5 Year | 5.62% | 6.6% |
SIP Return Analysis
| Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | Nippon India Ultra Short Duration Fund- Growth Option |
|---|---|---|
| 6 Month | 1.3% | 1.36% |
| 1 Year | 6.38% | 6.26% |
| 3 Year | 7.01% | 6.84% |
| 5 Year | 6.5% | 6.62% |
Rolling Lumpsum Returns
| Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | Nippon India Ultra Short Duration Fund- Growth Option |
|---|---|---|
| 1 Year | 7.67% | 6.19% |
| 3 Year | 7.49% | 5.93% |
| 5 Year | 8.02% | 5.66% |
Risk Management
| Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | Nippon India Ultra Short Duration Fund- Growth Option |
|---|---|---|
| Standard Deviation | 0.38% | 1.52% |
| Sharp | 0.96% | 0.81% |
| Beta | 1.22% | 0.6% |
| Alpha | -0.74% | 2.44% |
Fund Managers
| Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | Nippon India Ultra Short Duration Fund- Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Vivek Sharma |
| Total AUM | ₹434274 Cr | ₹39796 Cr |
| Funds Managed | 43 | 12 |
| SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | Nippon India Ultra Short Duration Fund- Growth Option |
Market Cap
| Scheme Name |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
Nippon India Ultra Short Duration Fund- Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
Nippon India Ultra Short Duration Fund- Growth Option |
|---|---|---|
| Others | 100 | 100 |
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