HDFC Ultra Short Term Fund vs SBI Short Horizon Debt Fund compare
HDFC Ultra Short Term Fund - Growth Option
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
Fund | HDFC Ultra Short Term Fund - Growth Option | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate Risk | Low to Moderate |
Asset Size (Cr) | ₹14735 Cr | ₹12131 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Sep 2018 | 14 Feb 2025 |
Category | Ultra Short Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Ultra Short Duration Fund BI Index | BSE Liquid Rate Index |
Turn Over | 26% | 0.0% |
Expense Ratio | 0.69 | 1.02 |
Manager | Anil Bamboli | Pradeep Kesavan |
ISIN Code | INF179KB11R3 | INF200K01MG8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
1 Month | 0.6% | 0.57% |
6 Month | 3.53% | 3.39% |
1 Year | 7.41% | 7.21% |
3 Year | 6.44% | 6.15% |
5 Year | 5.77% | 5.55% |
SIP Return Analysis
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 7.11% | 6.89% |
3 Year | 6.98% | 6.77% |
5 Year | 6.18% | 5.95% |
Rolling Lumpsum Returns
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
1 Year | 6.54% | 7.72% |
3 Year | 5.15% | 7.52% |
5 Year | 5.77% | 8.06% |
Risk Management
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
Standard Deviation | 0.458% | 0.564% |
Sharp | -0.116% | -0.757% |
Beta | 3.127% | 4.261% |
Alpha | -0.639% | -1.121% |
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Fund Managers
Scheme Name | HDFC Ultra Short Term Fund - Growth Option | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
Name | Anil Bamboli | Pradeep Kesavan |
Total AUM | ₹135442 Cr | ₹434274 Cr |
Fund Manage | 12 | 43 |
HDFC Ultra Short Term Fund - Growth Option | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
Market Cap
Scheme Name |
HDFC Ultra Short Term Fund - Growth Option |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
HDFC Ultra Short Term Fund - Growth Option |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
---|---|---|
Others | 100 | -1.11 |
Financial | - | 63.77 |
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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