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) | ₹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 | 0.56% | 0.47% |
6 Month | 3.96% | 3.58% |
1 Year | 7.87% | 7.12% |
3 Year | 7.18% | 6.42% |
5 Year | 6.27% | 5.24% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
6 Month | 2.02% | 1.82% |
1 Year | 8.04% | 7.22% |
3 Year | 7.62% | 6.87% |
5 Year | 6.76% | 6% |
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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