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

Link copied to clipboard!

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

Invest Now

tortoise-icon LIC MF Ultra Short Term 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 Savings Fund - Growth - Regular Plan LIC MF Ultra Short Term Fund Regular - Growth
Fund Aditya Birla Sun Life Savings Fund - Growth - Regular Plan LIC MF Ultra Short Term Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹12922 Cr ₹281 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500
Launch Date 27 Nov 2001 22 Nov 2019
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open-ended
Benchmark NIFTY Ultra Short Duration Debt Index B-I CRISIL Ultra Short Duration Fund BI Index
Turn Over 24% %
Expense Ratio 0.55 0.95
Manager Dhaval Joshi Rahul Singh
ISIN Code INF209K01LZ1 INF767K01QO1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan LIC MF Ultra Short Term Fund Regular - Growth
1 Month 0.66% 0.55%
6 Month 3.84% 3.44%
1 Year 7.71% 6.82%
3 Year 6.42% 5.55%
5 Year 6.08% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan LIC MF Ultra Short Term Fund Regular - Growth
6 Month - -
1 Year 7.66% 6.79%
3 Year 7.12% 6.19%
5 Year 6.37% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan LIC MF Ultra Short Term Fund Regular - Growth
1 Year 7.51% 4.28%
3 Year 7.76% 4.33%
5 Year 8.19% -

Risk Management

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan LIC MF Ultra Short Term Fund Regular - Growth
Standard Deviation 0.54% 0.46%
Sharp 0.64% -0.26%
Beta 1.14% 0.85%
Alpha 2.62% 1.59%

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 Savings Fund - Growth - Regular Plan LIC MF Ultra Short Term Fund Regular - Growth
Name Dhaval Joshi Rahul Singh
Total AUM ₹361932 Cr ₹19760 Cr
Fund Manage 55 9
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan LIC MF Ultra Short Term Fund Regular - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

LIC MF Ultra Short Term Fund Regular - Growth

Others 100.07 100.02

Sector Allocation

Scheme Name

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

LIC MF Ultra Short Term Fund Regular - Growth

Others 100.07 7.88
Financial - 78.65
Energy - 13.49

Top Comparisons

HDFC Infrastructure Fund - Growth Plan HDFC Infrastructure Fund - Growth Plan

3Y Returns30.22%

VS

Sundaram Infrastructure Advantage Fund Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth

3Y Returns19.92%

Compare Now

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns19.67%

VS

IDBI Nifty Next 50 Index Fund Growth IDBI Nifty Next 50 Index Fund Growth

3Y Returns15.63%

Compare Now

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns18.78%

VS

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns13.21%

Compare Now

HDFC Medium Term Debt Fund - Growth Option HDFC Medium Term Debt Fund - Growth Option

3Y Returns5.74%

VS

SBI Magnum Medium Duration Fund - Regular Plan - Growth SBI Magnum Medium Duration Fund - Regular Plan - Growth

3Y Returns5.98%

Compare Now
Request call back
Add to Cart Successfully