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Tata Ultra Short Term Fund vs SBI Magnum Ultra Short Duration Fund compare
SBI Ultra Short Duration Fund - Regular Plan - Growth
Tata Ultra Short Term Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Moderate |
| Asset Size (Cr) | ₹14639 Cr | ₹4561 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 Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.32% | 0.28% |
| 6 Month | 2.75% | 2.54% |
| 1 Year | 6.72% | 6.26% |
| 3 Year | 7.04% | 6.59% |
| 5 Year | 5.85% | 5.45% |
SIP Return Analysis
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.31% | 1.19% |
| 1 Year | 5.95% | 5.51% |
| 3 Year | 6.87% | 6.45% |
| 5 Year | 6.57% | 6.15% |
Rolling Lumpsum Returns
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.21% | 6.02% |
| 3 Year | 7.07% | 4.8% |
| 5 Year | 6.8% | 5.13% |
Risk Management
| Scheme Name | SBI Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.56% | 0.51% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | SBI 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 Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Ultra Short Duration Fund - Regular Plan - Growth |
Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Ultra Short Duration Fund - Regular Plan - Growth |
Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
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