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

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tortoise-icon SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

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tortoise-icon Aditya Birla Sun Life Short Term 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-Short Term Fund - Retail - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Fund SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹12700 Cr ₹7899 Cr
Min Investment ₹10000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹5000 ₹1000
Launch Date 27 Jul 2007 09 May 2003
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark BSE India Bond Index NIFTY Short Duration Debt Index B-II
Turn Over 0.0% 78%
Expense Ratio 0.84 1.01
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01IG6 INF209K01942
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Month 0.75% 0.74%
6 Month 3.88% 3.89%
1 Year 7.34% 7.5%
3 Year 5.4% 5.76%
5 Year 6.07% 6.63%

SIP Return Analysis

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
6 Month - -
1 Year 3.21% 3.32%
3 Year 9.14% 9.61%
5 Year 14.83% 16.42%

Rolling Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Year 7.59% 7.1%
3 Year 7.5% 7.59%
5 Year 7.87% 8.04%

Risk Management

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Standard Deviation 1.02% 0.99%
Sharp -0.34% 0.06%
Beta 1.98% 1.74%
Alpha 3.63% 3.54%

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Fund Managers

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

Market Cap

Scheme Name

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Others 100 100.01

Sector Allocation

Scheme Name

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Financial 43.74 46.51
Others 1.91 5.7
Sovereign 26.12 32
Construction 10.83 9.09
Communication 7.51 5.51
Energy 5 0.87
Capital Goods 4.89 -
Services - 0.33

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