Aditya Birla Sun Life Savings Fund vs SBI Short Horizon Debt Fund compare
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Chart Comparison
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 | Low to Moderate | Moderate Risk |
Asset Size (Cr) | ₹12131 Cr | ₹16798 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 14 Feb 2025 | 17 Apr 2003 |
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 | 1.02 | 0.55 |
Manager | Pradeep Kesavan | Dhaval Joshi |
ISIN Code | INF200K01MG8 | INF209K01LZ1 |
Exits Load | Data not available./365 | Data not available./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 | 0.57% | 0.61% |
6 Month | 3.39% | 3.79% |
1 Year | 7.21% | 7.76% |
3 Year | 6.15% | 6.7% |
5 Year | 5.55% | 6.11% |
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 | 6.92% | 7.53% |
3 Year | 6.79% | 7.3% |
5 Year | 5.96% | 6.52% |
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 | 7.72% | 7.56% |
3 Year | 7.52% | 7.75% |
5 Year | 8.06% | 8.14% |
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 | 0.564% | 0.472% |
Sharp | -0.757% | 0.781% |
Beta | 4.261% | 3.007% |
Alpha | -1.121% | -0.353% |
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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 | 100.05 |
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 | 63.77 | - |
Others | -1.11 | 100.05 |
Sovereign | 13.41 | - |
Construction | 14.89 | - |
Consumer Staples | 0.97 | - |
Diversified | 0.47 | - |
Energy | 2.47 | - |
Capital Goods | 1.64 | - |
Communication | 3.49 | - |
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