ITI Ultra Short Duration Fund Regular vs Aditya Birla Sun Life Savings Fund compare

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tortoise-icon ITI Ultra Short Duration Fund Regular - Growth

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tortoise-icon Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Ultra Short Duration Fund Regular - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Fund ITI Ultra Short Duration Fund Regular - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹179 Cr ₹12922 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 May 2021 27 Nov 2001
Category Ultra Short Duration Ultra Short Duration
Fund Type Open-ended Open Ended
Benchmark CRISIL Ultra Short Duration Fund AI Index NIFTY Ultra Short Duration Debt Index B-I
Turn Over % 24%
Expense Ratio 0.95 0.55
Manager Vikrant Mehta Dhaval Joshi
ISIN Code INF00XX01952 INF209K01LZ1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ITI Ultra Short Duration Fund Regular - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Month 0.55% 0.62%
6 Month 3.23% 3.83%
1 Year 6.53% 7.47%
3 Year 5.06% 6.06%
5 Year - 6.07%

SIP Return Analysis

Scheme Name ITI Ultra Short Duration Fund Regular - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
6 Month - -
1 Year 2.97% 3.42%
3 Year 8.63% 10.14%
5 Year 8.98% 16.16%

Rolling Lumpsum Returns

Scheme Name ITI Ultra Short Duration Fund Regular - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Year 4.34% 5.37%
3 Year 9.21% 13.05%
5 Year 9.23% 16.55%

Risk Management

Scheme Name ITI Ultra Short Duration Fund Regular - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Standard Deviation 0.53% 0.54%
Sharp -1.26% 0.64%
Beta 1.16% 1.14%
Alpha 1.66% 2.62%

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Fund Managers

Scheme Name ITI Ultra Short Duration Fund Regular - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Name Vikrant Mehta Dhaval Joshi
Total AUM ₹698 Cr ₹361932 Cr
Fund Manage 8 55
ITI Ultra Short Duration Fund Regular - Growth Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Market Cap

Scheme Name

ITI Ultra Short Duration Fund Regular - Growth

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Others 100 94.05

Sector Allocation

Scheme Name

ITI Ultra Short Duration Fund Regular - Growth

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Financial 63.8 64.03
Sovereign 20.51 1.89
Energy 9.81 0.51
Others 5.88 8.57
Consumer Staples - 5.52
Construction - 6.65
Communication - 6.88

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