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

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tortoise-icon SBI Short Term Debt Fund - Regular Plan -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 Term Debt Fund - Regular Plan -Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Fund SBI Short Term Debt Fund - Regular Plan -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 ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Jul 2007 09 May 2003
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Short Duration Fund AII 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 INF200K01HZ8 INF209K01942
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Short Term Debt Fund - Regular Plan -Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Month 0.67% 0.72%
6 Month 4.04% 4.12%
1 Year 7.8% 7.96%
3 Year 5.86% 6.21%
5 Year 6.11% 6.76%

SIP Return Analysis

Scheme Name SBI Short Term Debt Fund - Regular Plan -Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
6 Month - -
1 Year 7.61% 7.77%
3 Year 6.89% 7.12%
5 Year 6.04% 6.53%

Rolling Lumpsum Returns

Scheme Name SBI Short Term Debt Fund - Regular Plan -Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Year 7.58% 7.08%
3 Year 7.8% 7.57%
5 Year 7.95% 8.02%

Risk Management

Scheme Name SBI Short Term Debt Fund - Regular Plan -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 Term Debt Fund - Regular Plan -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 Term Debt Fund - Regular Plan -Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Market Cap

Scheme Name

SBI Short Term Debt Fund - Regular Plan -Growth

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

Others 100 100.07

Sector Allocation

Scheme Name

SBI Short Term Debt Fund - Regular Plan -Growth

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

Others 100 4.03
Sovereign - 31.81
Energy - 0.9
Construction - 9.39
Financial - 49.15
Services - 0.34
Communication - 4.45

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