Tata Short Term Bond Fund vs SBI Short Horizon Debt 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) | ₹17442 Cr | ₹3436 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 | 0.31% | 0.25% |
| 6 Month | 2.38% | 1.88% |
| 1 Year | 7.85% | 6.85% |
| 3 Year | 7.45% | 7.01% |
| 5 Year | 5.7% | 5.26% |
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 | 1.51% | 1.25% |
| 1 Year | 7.24% | 6.04% |
| 3 Year | 7.77% | 7.05% |
| 5 Year | 6.95% | 6.39% |
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% | 7.37% |
| 3 Year | 7.45% | 7.1% |
| 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 |
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