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) ₹12700 Cr ₹3739 Cr
Min Investment ₹10000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹5000 ₹1000
Launch Date 27 Jul 2007 01 Jan 2013
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 0.84 0.75
Manager Pradeep Kesavan Jalpan Shah
ISIN Code INF200K01IG6 INF917K01CL8
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth HSBC Short Duration Fund - Regular Growth
1 Month 0.49% 0.46%
6 Month 4.08% 4.07%
1 Year 7.74% 7.73%
3 Year 5.73% 5.41%
5 Year 5.98% 5.78%

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 7.91% 7.83%
3 Year 6.84% 6.63%
5 Year 6.02% 5.77%

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

Financial 43.74 60.43
Others 1.91 1.07
Sovereign 26.12 37.18
Construction 10.83 -
Communication 7.51 -
Energy 5 -
Capital Goods 4.89 1.32

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