LIC MF Short Term Debt Fund Regular vs Aditya Birla Sun Life Short Term Fund compare

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tortoise-icon Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

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tortoise-icon LIC MF Short Term Debt Fund Regular - Growth

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Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan LIC MF Short Term Debt Fund Regular - Growth
Fund Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan LIC MF Short Term Debt Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹7899 Cr ₹105 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500
Launch Date 09 May 2003 31 Jan 2019
Category Short Duration Short Duration
Fund Type Open Ended Open-ended
Benchmark NIFTY Short Duration Debt Index B-II CRISIL Short Duration Fund BII Index
Turn Over 78% %
Expense Ratio 1.01 1.33
Manager Dhaval Joshi Marzban Irani
ISIN Code INF209K01942 INF767K01PT2
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan LIC MF Short Term Debt Fund Regular - Growth
1 Month 0.48% 0.42%
6 Month 4.15% 3.89%
1 Year 8.01% 7.52%
3 Year 6.1% 4.98%
5 Year 6.57% 5.1%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan LIC MF Short Term Debt Fund Regular - Growth
6 Month - -
1 Year 8.06% 7.68%
3 Year 7.08% 6.33%
5 Year 6.52% 5.32%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan LIC MF Short Term Debt Fund Regular - Growth
1 Year 7.08% 5.71%
3 Year 7.57% 4.15%
5 Year 8.02% 5.28%

Risk Management

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan LIC MF Short Term Debt Fund Regular - Growth
Standard Deviation 0.99% 1.17%
Sharp 0.06% -0.85%
Beta 1.74% 2.15%
Alpha 3.54% 3.31%

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Fund Managers

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan LIC MF Short Term Debt Fund Regular - Growth
Name Dhaval Joshi Marzban Irani
Total AUM ₹361932 Cr ₹1914 Cr
Fund Manage 55 6
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan LIC MF Short Term Debt Fund Regular - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

LIC MF Short Term Debt Fund Regular - Growth

Others 100.01 100.01

Sector Allocation

Scheme Name

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

LIC MF Short Term Debt Fund Regular - Growth

Others 5.7 14.49
Sovereign 32 23.41
Energy 0.87 4.85
Construction 9.09 -
Financial 46.51 57.26
Services 0.33 -
Communication 5.51 -

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