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Tata Ultra Short Term Fund vs SBI Magnum Ultra Short Duration Fund compare
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
Tata Ultra Short Term Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹14566 Cr | ₹4015 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 May 1999 | 22 Jan 2019 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra Short Duration Fund BI Index | CRISIL Ultra ST Debt |
| Turn Over | 24% | 32% |
| Expense Ratio | 0.55 | 1.15 |
| Manager | Pradeep Kesavan | Akhil Mittal |
| ISIN Code | INF200K01LJ4 | INF277K016S1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.48% | 0.43% |
| 6 Month | 3.22% | 3.02% |
| 1 Year | 7.11% | 6.74% |
| 3 Year | 7.17% | 6.71% |
| 5 Year | 5.75% | 5.36% |
SIP Return Analysis
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.46% | 1.35% |
| 1 Year | 6.72% | 6.28% |
| 3 Year | 7.14% | 6.72% |
| 5 Year | 6.61% | 6.2% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.38% | 5.84% |
| 3 Year | 7.3% | 4.69% |
| 5 Year | 6.91% | 5.12% |
Risk Management
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.24% | 0.23% |
| Sharp | 1.81% | -0.01% |
| Beta | 0.88% | 0.84% |
| Alpha | -0.31% | -0.71% |
Fund Managers
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Name | Pradeep Kesavan | Akhil Mittal |
| Total AUM | ₹434274 Cr | ₹4981 Cr |
| Funds Managed | 43 | 4 |
| SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
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