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

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

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tortoise-icon LIC MF Ultra Short Term 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 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 0.62% 0.57%
6 Month 3.83% 3.43%
1 Year 7.47% 6.61%
3 Year 6.06% 5.63%
5 Year 6.07% -

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 3.42% 3.02%
3 Year 10.14% 8.7%
5 Year 16.16% 12.24%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan LIC MF Ultra Short Term Fund Regular - Growth
1 Year 5.37% 4.18%
3 Year 13.05% 10.57%
5 Year 16.55% 12.59%

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%

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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 94.05 100.02

Sector Allocation

Scheme Name

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

LIC MF Ultra Short Term Fund Regular - Growth

Others 8.57 7.88
Sovereign 1.89 -
Financial 64.03 78.65
Construction 6.65 -
Communication 6.88 -
Consumer Staples 5.52 -
Energy 0.51 13.49

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