HSBC Short Duration 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 HSBC Short Duration Fund - Regular Growth

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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 HSBC Short Duration Fund - Regular Growth
Fund SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth HSBC Short Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹13303 Cr ₹3786 Cr
Min Investment ₹10000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹5000 ₹1000
Launch Date 27 Jul 2007 27 Dec 2011
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% 54%
Expense Ratio 0.85 0.75
Manager Pradeep Kesavan Jalpan Shah
ISIN Code INF200K01IG6 INF917K01CL8
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 HSBC Short Duration Fund - Regular Growth
1 Month 0.58% 0.63%
6 Month 3.83% 3.74%
1 Year 7.77% 7.56%
3 Year 6.04% 5.69%
5 Year 6.06% 5.85%

SIP Return Analysis

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth HSBC Short Duration Fund - Regular Growth
6 Month - -
1 Year 7.36% 7.26%
3 Year 6.89% 6.71%
5 Year 6.03% 5.79%

Rolling Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth HSBC Short Duration Fund - Regular Growth
1 Year 7.59% 7.77%
3 Year 7.5% 7.41%
5 Year 7.86% 7.68%

Risk Management

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth HSBC Short Duration Fund - Regular Growth
Standard Deviation 1.02% 1.18%
Sharp -0.34% -0.63%
Beta 1.98% 2.23%
Alpha 3.63% 3.74%

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Fund Managers

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth HSBC Short Duration Fund - Regular Growth
Name Pradeep Kesavan Jalpan Shah
Total AUM ₹434274 Cr ₹16521 Cr
Fund Manage 43 6
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth HSBC Short Duration Fund - Regular Growth

Market Cap

Scheme Name

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

HSBC Short Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

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

HSBC Short Duration Fund - Regular Growth

Others 8.36 100
Financial 41.4 -
Sovereign 20.98 -
Construction 11.18 -
Communication 7.6 -
Energy 5.49 -
Capital Goods 4.87 -
Consumer Staples 0.12 -

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