- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹12091 Cr | ₹4965 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 | 0.8% | 0.75% |
| 6 Month | 3.79% | 3.65% |
| 1 Year | 7.56% | 7.17% |
| 3 Year | 6.74% | 6.32% |
| 5 Year | 5.73% | 5.25% |
SIP Return Analysis
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.06% | 1.96% |
| 1 Year | 7.81% | 7.47% |
| 3 Year | 7.35% | 6.92% |
| 5 Year | 6.42% | 6.01% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.36% | 5.33% |
| 3 Year | 7.32% | 4.42% |
| 5 Year | 6.96% | 5.09% |
Risk Management
| Scheme Name | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth | Tata Ultra Short Term Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.462% | 0.421% |
| Sharp | -0.152% | -1.753% |
| Beta | 3.334% | 2.706% |
| Alpha | -0.709% | -0.971% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns7.49%
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
3Y Returns6.48%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns20.67%
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
3Y Returns13.11%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns7.24%
BANDHAN Corporate Bond Fund - Regular Growth
3Y Returns6.73%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.79%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns9.66%
