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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) ₹16798 Cr ₹4965 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 0.9% 0.75%
6 Month 4.07% 3.65%
1 Year 7.96% 7.17%
3 Year 7.04% 6.32%
5 Year 6.34% 5.25%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Tata Ultra Short Term Fund-Regular Plan-Growth
6 Month 2.22% 1.96%
1 Year 8.37% 7.47%
3 Year 7.71% 6.92%
5 Year 6.79% 6.01%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Tata Ultra Short Term Fund-Regular Plan-Growth
1 Year 7.56% 5.33%
3 Year 7.75% 4.42%
5 Year 8.14% 5.09%

Risk Management

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Tata Ultra Short Term Fund-Regular Plan-Growth
Standard Deviation 0.456% 0.421%
Sharp 0.762% -1.753%
Beta 2.926% 2.706%
Alpha -0.357% -0.971%

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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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