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SBI Short Horizon Debt Fund vs SBI Magnum Ultra Short Duration Fund compare

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tortoise-icon SBI Ultra Short Duration Fund - Regular Plan - Growth

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

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Chart Comparison

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

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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