Aditya Birla Sun Life Savings Fund vs LIC MF Ultra Short Term Fund Regular compare
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
LIC MF Ultra Short Term Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | LIC MF Ultra Short Term Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Low to Moderate |
Asset Size (Cr) | ₹16798 Cr | ₹361 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 17 Apr 2003 | 27 Nov 2019 |
Category | Ultra Short Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Ultra Short Duration Debt Index B-I | CRISIL Ultra Short Duration Fund BI Index |
Turn Over | 24% | % |
Expense Ratio | 0.55 | 0.95 |
Manager | Dhaval Joshi | Rahul Singh |
ISIN Code | INF209K01LZ1 | INF767K01QO1 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
1 Month | 1.03% | 0.87% |
6 Month | 4.07% | 3.55% |
1 Year | 7.95% | 7.06% |
3 Year | 7.01% | 6.13% |
5 Year | 6.26% | 5.11% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
6 Month | 2.13% | 1.9% |
1 Year | 8.2% | 7.22% |
3 Year | 7.65% | 6.67% |
5 Year | 6.75% | 5.83% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
1 Year | 7.56% | 4.41% |
3 Year | 7.75% | 4.44% |
5 Year | 8.14% | 4.89% |
Risk Management
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
Standard Deviation | 0.456% | 0.366% |
Sharp | 0.762% | -2.736% |
Beta | 2.926% | 2.269% |
Alpha | -0.357% | -1.038% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
Name | Dhaval Joshi | Rahul Singh |
Total AUM | ₹361932 Cr | ₹19760 Cr |
Funds Managed | 55 | 9 |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | LIC MF Ultra Short Term Fund Regular - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
ICICI Prudential Infrastructure Fund - Growth
3Y Returns27.77%
SBI Infrastructure Fund - Regular Plan - Growth
3Y Returns23.05%
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
3Y Returns12.17%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns16.75%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns8.09%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns10.79%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns9.41%
DSP World Energy Fund - Regular Plan - Growth
3Y Returns-0.14%