- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 0.61% | 0.49% |
| 6 Month | 2.83% | 2.18% |
| 1 Year | 8.34% | 7.34% |
| 3 Year | 7.55% | 7.08% |
| 5 Year | 5.74% | 5.28% |
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 | 1.54% | 1.24% |
| 1 Year | 7.43% | 6.17% |
| 3 Year | 7.79% | 7.07% |
| 5 Year | 6.92% | 6.37% |
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 | 7.74% | 7.38% |
| 3 Year | 7.44% | 7.11% |
| 5 Year | 7.8% | 7.66% |
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 | 0.90% | 0.39% |
| Beta | 1.35% | 1.38% |
| Alpha | -0.54% | -1.02% |
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
UTI Value Fund- Regular Plan - Growth Option
3Y Returns17.7%
Axis Value Fund - Regular Plan - Growth
3Y Returns22%
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%
HSBC Consumption Fund - Regular (G)
3Y Returns0%
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
3Y Returns0%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.65%
Kotak Consumption Fund - Regular (G)
3Y Returns0%
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
3Y Returns15.71%
