HSBC Ultra Short Duration Fund vs SBI Short Horizon Debt Fund compare
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
HSBC Ultra Short Duration Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Fund | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹12131 Cr | ₹2625 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 14 Feb 2025 | 29 Jan 2020 |
Category | Ultra Short Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE Liquid Rate Index | CRISIL Ultra Short Duration Fund AI Index |
Turn Over | 0.0% | 54% |
Expense Ratio | 1.02 | 0.47 |
Manager | Pradeep Kesavan | Jalpan Shah |
ISIN Code | INF200K01MG8 | INF336L01OW1 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
1 Month | 1.23% | 1.02% |
6 Month | 3.88% | 3.83% |
1 Year | 7.68% | 7.55% |
3 Year | 6.56% | 6.77% |
5 Year | 5.72% | 5.71% |
SIP Return Analysis
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
6 Month | 2.22% | 2.07% |
1 Year | 8.06% | 7.81% |
3 Year | 7.31% | 7.35% |
5 Year | 6.29% | 6.43% |
Rolling Lumpsum Returns
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
1 Year | 7.72% | 4.95% |
3 Year | 7.52% | 5.14% |
5 Year | 8.06% | 5.57% |
Risk Management
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.549% | 0.456% |
Sharp | -0.742% | -0.027% |
Beta | 4.186% | 2.978% |
Alpha | -1.12% | -0.586% |
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Fund Managers
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Name | Pradeep Kesavan | Jalpan Shah |
Total AUM | ₹434274 Cr | ₹16521 Cr |
Funds Managed | 43 | 6 |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
Market Cap
Scheme Name |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
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