UTI Short Duration Fund vs SBI Short Horizon Debt Fund compare
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
UTI Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹16321 Cr | ₹3281 Cr |
Min Investment | ₹10000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹5000 | ₹500 |
Launch Date | 27 Jul 2007 | 19 Sep 2007 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE India Bond Index | CRISIL Ultra Short Duration Fund BI Index |
Turn Over | 0.0% | 270% |
Expense Ratio | 0.85 | 0.84 |
Manager | Pradeep Kesavan | Sudhir Agrawal |
ISIN Code | INF200K01IG6 | INF789F01QA4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.63% | 0.59% |
6 Month | 4.92% | 4.73% |
1 Year | 8.88% | 8.65% |
3 Year | 7.45% | 7.58% |
5 Year | 5.78% | 6.99% |
SIP Return Analysis
Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.25% | 2.15% |
1 Year | 9.31% | 8.93% |
3 Year | 8.19% | 8.12% |
5 Year | 6.93% | 7.48% |
Rolling Lumpsum Returns
Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.66% | 7.94% |
3 Year | 7.4% | 7.53% |
5 Year | 7.83% | 7.43% |
Risk Management
Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.95% | 2.58% |
Sharp | 0.73% | 0.59% |
Beta | 1.08% | 0.42% |
Alpha | -0.41% | 2.36% |
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Fund Managers
Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Sudhir Agrawal |
Total AUM | ₹434274 Cr | ₹7736 Cr |
Funds Managed | 43 | 6 |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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