SBI Short Horizon Debt Fund vs SBI Magnum Ultra Short Duration Fund compare
SBI Ultra Short Duration Fund - Regular Plan - Growth
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| Fund | SBI Ultra Short Duration Fund - Regular Plan - Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Low to Moderate |
| Asset Size (Cr) | ₹15624 Cr | ₹16698 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 May 1999 | 14 Feb 2025 |
| Category | Ultra Short Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra Short Duration Fund BI Index | BSE Liquid Rate Index |
| Turn Over | 24% | 0.0% |
| Expense Ratio | 0.55 | 1.02 |
| Manager | Pradeep Kesavan | Pradeep Kesavan |
| ISIN Code | INF200K01LJ4 | INF200K01MG8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| 1 Month | 0.45% | 0.33% |
| 6 Month | 2.95% | 2.72% |
| 1 Year | 6.99% | 7.04% |
| 3 Year | 7.11% | 7.01% |
| 5 Year | 5.82% | 5.64% |
SIP Return Analysis
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| 6 Month | 1.42% | 1.27% |
| 1 Year | 6.39% | 6.19% |
| 3 Year | 7.03% | 6.96% |
| 5 Year | 6.62% | 6.49% |
Rolling Lumpsum Returns
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| 1 Year | 7.21% | 7.67% |
| 3 Year | 7.07% | 7.49% |
| 5 Year | 6.81% | 8.02% |
Risk Management
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| Standard Deviation | 0.56% | 0.38% |
| Sharp | 0.07% | 0.94% |
| Beta | 1.24% | 1.22% |
| Alpha | 2.52% | -0.74% |
Fund Managers
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Pradeep Kesavan |
| Total AUM | ₹434274 Cr | ₹434274 Cr |
| Funds Managed | 43 | 43 |
| SBI Ultra Short Duration Fund - Regular Plan - Growth | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
Market Cap
| Scheme Name |
SBI Ultra Short Duration Fund - Regular Plan - Growth |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Ultra Short Duration Fund - Regular Plan - Growth |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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