Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Short Horizon Debt Fund vs Tata Short Term Bond Fund compare

Link copied to clipboard!

tortoise-icon SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Invest Now

tortoise-icon Tata Short Term Bond Fund -Regular Plan- Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
Fund SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹17716 Cr ₹3392 Cr
Min Investment ₹10000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹5000 ₹1000
Launch Date 27 Jul 2007 09 Aug 2002
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark BSE India Bond Index CRISIL Short Duration Fund AII Index
Turn Over 0.0% 0.0%
Expense Ratio 0.85 1.19
Manager Pradeep Kesavan Murthy Nagarajan
ISIN Code INF200K01IG6 INF277K01972
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
1 Month 0.12% 0.05%
6 Month 2.5% 1.93%
1 Year 7.7% 6.71%
3 Year 7.36% 6.92%
5 Year 5.68% 5.24%

SIP Return Analysis

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
6 Month 1.24% 0.98%
1 Year 6.72% 5.51%
3 Year 7.55% 6.82%
5 Year 6.82% 6.26%

Rolling Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
1 Year 7.75% 7.36%
3 Year 7.45% 7.09%
5 Year 7.79% 7.65%

Risk Management

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
Standard Deviation 0.94% 1.16%
Sharp 0.84% -0.58%
Beta 1.36% 2.21%
Alpha -0.52% 3.77%

Fund Managers

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
Name Pradeep Kesavan Murthy Nagarajan
Total AUM ₹434274 Cr ₹18015 Cr
Funds Managed 43 11
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Tata Short Term Bond Fund -Regular Plan- Growth Option

Market Cap

Scheme Name

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Tata Short Term Bond Fund -Regular Plan- Growth Option

Others 100 100

Sector Allocation

Scheme Name

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Tata Short Term Bond Fund -Regular Plan- Growth Option

Others 100 100

Top Comparisons

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.86%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.86%

Compare Now

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

3Y Returns6.97%

VS

DSP Ultra Short Fund - Regular Plan - Growth DSP Ultra Short Fund - Regular Plan - Growth

3Y Returns6.77%

Compare Now

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.92%

VS

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.92%

Compare Now

SBI Gilt Fund - Regular Plan - Growth SBI Gilt Fund - Regular Plan - Growth

3Y Returns6.97%

VS

Edelweiss Government Securities Fund - Regular Plan - Growth Option Edelweiss Government Securities Fund - Regular Plan - Growth Option

3Y Returns6.39%

Compare Now
Add to Cart Successfully