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Tata Ultra Short Term Fund vs Aditya Birla Sun Life Savings Fund compare

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tortoise-icon Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

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tortoise-icon Tata Ultra Short Term Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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