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) ₹13303 Cr ₹8924 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 0.85 1.01
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01IG6 INF209K01942
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 Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Month 0.65% 0.63%
6 Month 3.79% 3.87%
1 Year 7.79% 7.94%
3 Year 6.09% 6.45%
5 Year 6.04% 6.8%

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 6.3% 6.47%
3 Year 6.58% 6.8%
5 Year 5.83% 6.32%

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% 7.08%
3 Year 7.5% 7.57%
5 Year 7.86% 8.02%

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 100 100.07

Sector Allocation

Scheme Name

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

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

Others 8.36 4.03
Financial 41.4 49.15
Sovereign 20.98 31.81
Construction 11.18 9.39
Communication 7.6 4.45
Energy 5.49 0.9
Capital Goods 4.87 -
Consumer Staples 0.12 -
Services - 0.34

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