Aditya Birla Sun Life Savings Fund vs SBI Short Horizon Debt Fund compare

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tortoise-icon SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

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tortoise-icon Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Fund SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹9789 Cr ₹12922 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Jul 2007 27 Nov 2001
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark BSE Liquid Rate Index NIFTY Ultra Short Duration Debt Index B-I
Turn Over 0.0% 24%
Expense Ratio 0.96 0.55
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01MG8 INF209K01LZ1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Month 0.6% 0.62%
6 Month 3.68% 3.83%
1 Year 7.13% 7.47%
3 Year 5.53% 6.06%
5 Year 5.58% 6.07%

SIP Return Analysis

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
6 Month - -
1 Year 3.2% 3.42%
3 Year 9.34% 10.14%
5 Year 14.59% 16.16%

Rolling Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Year 4.87% 5.37%
3 Year 11.76% 13.05%
5 Year 14.98% 16.55%

Risk Management

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Standard Deviation 0.62% 0.54%
Sharp -0.34% 0.64%
Beta 1.38% 1.14%
Alpha 2.56% 2.62%

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Fund Managers

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Name Pradeep Kesavan Dhaval Joshi
Total AUM ₹434274 Cr ₹361932 Cr
Fund Manage 43 55
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Market Cap

Scheme Name

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Others 100 94.05

Sector Allocation

Scheme Name

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Financial 63.8 64.03
Others -3.96 8.57
Sovereign 15.31 1.89
Construction 14.82 6.65
Consumer Staples 1.03 5.52
Diversified 0.51 -
Energy 2.63 0.51
Capital Goods 1.75 -
Communication 4.11 6.88

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