- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹17716 Cr | ₹3374 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 | 0.12% | 0.1% |
| 6 Month | 2.5% | 2.29% |
| 1 Year | 7.7% | 7.27% |
| 3 Year | 7.36% | 7.36% |
| 5 Year | 5.68% | 6.84% |
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 | 1.24% | 1.14% |
| 1 Year | 6.72% | 6.26% |
| 3 Year | 7.55% | 7.38% |
| 5 Year | 6.82% | 7.13% |
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 | 7.75% | 7.78% |
| 3 Year | 7.45% | 7.47% |
| 5 Year | 7.79% | 7.26% |
Risk Management
| Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.94% | 2.58% |
| Sharp | 0.84% | 0.59% |
| Beta | 1.36% | 0.42% |
| Alpha | -0.52% | 2.36% |
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 |
Top Comparisons
BANDHAN Credit Risk Fund - Regular Plan Growth
3Y Returns6.38%
SBI Credit Risk Fund - Regular Plan - Growth
3Y Returns8.05%
HDFC Income Fund - Growth Option
3Y Returns6.7%
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option
3Y Returns6.52%
SBI Focused Fund - Regular Plan -Growth
3Y Returns17.62%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns16.28%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.99%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.89%
