SBI Short Horizon Debt Fund vs Tata Short Term Bond Fund compare
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Tata Short Term Bond Fund -Regular Plan- Growth Option
Chart Comparison
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) | ₹16206 Cr | ₹3441 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 | 0.09% | -0.07% |
6 Month | 4.49% | 3.92% |
1 Year | 8.27% | 7.38% |
3 Year | 7.31% | 6.82% |
5 Year | 5.93% | 5.48% |
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 | 1.49% | 1.11% |
1 Year | 8.03% | 6.93% |
3 Year | 7.86% | 7.27% |
5 Year | 6.78% | 6.3% |
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 | 7.69% | 7.23% |
3 Year | 7.43% | 7.01% |
5 Year | 7.82% | 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 | 0.95% | 1.05% |
Sharp | 0.74% | 0.28% |
Beta | 1.14% | 1.20% |
Alpha | -0.33% | -0.80% |
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 |
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