Tata Ultra Short Term Fund vs Aditya Birla Sun Life Savings Fund compare
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Tata Ultra Short Term Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Tata Ultra Short Term Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹23615 Cr | ₹4561 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Apr 2003 | 22 Jan 2019 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Ultra Short Duration Debt Index B-I | CRISIL Ultra ST Debt |
| Turn Over | 24% | 32% |
| Expense Ratio | 0.55 | 1.15 |
| Manager | Dhaval Joshi | Akhil Mittal |
| ISIN Code | INF209K01LZ1 | INF277K016S1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.36% | 0.35% |
| 6 Month | 2.85% | 2.6% |
| 1 Year | 7.16% | 6.39% |
| 3 Year | 7.38% | 6.62% |
| 5 Year | 6.2% | 5.44% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.3% | 1.22% |
| 1 Year | 6.24% | 5.6% |
| 3 Year | 7.24% | 6.48% |
| 5 Year | 6.9% | 6.16% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.64% | 6.02% |
| 3 Year | 7.72% | 4.8% |
| 5 Year | 8.07% | 5.13% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.54% | 0.51% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Name | Dhaval Joshi | Akhil Mittal |
| Total AUM | ₹361932 Cr | ₹4981 Cr |
| Funds Managed | 55 | 4 |
| Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Tata Ultra Short Term Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
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