Axis 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 Axis Short Duration Fund - Regular Plan - Growth Option

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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 Axis Short Duration Fund - Regular Plan - Growth Option
Fund SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Axis Short Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹12700 Cr ₹7695 Cr
Min Investment ₹10000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹5000 ₹1000
Launch Date 27 Jul 2007 22 Jan 2010
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% 0.0%
Expense Ratio 0.84 0.88
Manager Pradeep Kesavan Devang Shah
ISIN Code INF200K01IG6 INF846K01644
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Axis Short Duration Fund - Regular Plan - Growth Option
1 Month 0.5% 0.53%
6 Month 4.09% 4.13%
1 Year 7.75% 8.07%
3 Year 5.72% 5.93%
5 Year 5.98% 6.32%

SIP Return Analysis

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Axis Short Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.91% 8.07%
3 Year 6.84% 6.99%
5 Year 6.02% 6.25%

Rolling Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Axis Short Duration Fund - Regular Plan - Growth Option
1 Year 7.59% 7.93%
3 Year 7.5% 8.14%
5 Year 7.86% 8.01%

Risk Management

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Axis Short Duration Fund - Regular Plan - Growth Option
Standard Deviation 1.02% 1.02%
Sharp -0.34% -0.17%
Beta 1.98% 1.93%
Alpha 3.63% 3.69%

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Fund Managers

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Axis Short Duration Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Devang Shah
Total AUM ₹434274 Cr ₹60014 Cr
Fund Manage 43 15
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Axis Short Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

Axis Short Duration Fund - Regular Plan - Growth Option

Others 100 99.96

Sector Allocation

Scheme Name

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

Axis Short Duration Fund - Regular Plan - Growth Option

Financial 43.74 -
Others 1.91 99.96
Sovereign 26.12 -
Construction 10.83 -
Communication 7.51 -
Energy 5 -
Capital Goods 4.89 -

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