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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 0.74% 0.7%
6 Month 3.89% 4.26%
1 Year 7.5% 7.89%
3 Year 5.76% 4.94%
5 Year 6.63% 5.3%

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 3.32% 3.14%
3 Year 9.61% 8.16%
5 Year 16.42% 12.61%

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 5.94% 4.4%
3 Year 13.43% 9.99%
5 Year 16.88% 12.93%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -

Top Comparisons

Invesco India Smallcap Fund - Regular Plan - Growth Invesco India Smallcap Fund - Regular Plan - Growth

3Y Returns27.65%

VS

UTI Small Cap Fund - Regular Plan - Growth Option UTI Small Cap Fund - Regular Plan - Growth Option

3Y Returns24.37%

Compare Now

Tata Large & Mid Cap Fund- Regular Plan - Growth Option Tata Large & Mid Cap Fund- Regular Plan - Growth Option

3Y Returns17.53%

VS

Quant Large and Mid Cap Fund-Growth Quant Large and Mid Cap Fund-Growth

3Y Returns29.39%

Compare Now

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns5.68%

VS

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns5.68%

Compare Now

Bandhan ELSS Tax saver Fund - Regular Plan - Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth

3Y Returns21.18%

VS

Tata ELSS Tax Saver Fund-Growth-Regular Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan

3Y Returns19.99%

Compare Now
Request call back
Add to Cart Successfully