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) | ₹16453 Cr | ₹3507 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 | 0.15% | 0.02% |
6 Month | 4.61% | 4.04% |
1 Year | 8.42% | 7.57% |
3 Year | 7.34% | 6.85% |
5 Year | 5.8% | 5.36% |
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 | 1.74% | 1.37% |
1 Year | 8.39% | 7.32% |
3 Year | 7.95% | 7.37% |
5 Year | 6.83% | 6.36% |
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 |
Top Comparisons
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns15.48%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns15.48%
Tata Children's Fund - Regular Plan - Growth Option
3Y Returns14%
Axis Children's Fund - Lock in - Growth
3Y Returns9.23%
HDFC Dividend Yield Fund - Growth Plan
3Y Returns18.87%
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
3Y Returns19.94%