SBI Short Horizon Debt Fund vs Aditya Birla Sun Life Short Term Fund compare

Link copied to clipboard!

tortoise-icon SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Fund SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹12700 Cr ₹7899 Cr
Min Investment ₹10000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹5000 ₹1000
Launch Date 27 Jul 2007 09 May 2003
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark BSE India Bond Index NIFTY Short Duration Debt Index B-II
Turn Over 0.0% 78%
Expense Ratio 0.84 1.01
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01IG6 INF209K01942
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Month 0.5% 0.48%
6 Month 4.09% 4.15%
1 Year 7.75% 8.01%
3 Year 5.72% 6.1%
5 Year 5.98% 6.57%

SIP Return Analysis

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
6 Month - -
1 Year 7.91% 8.06%
3 Year 6.84% 7.08%
5 Year 6.02% 6.52%

Rolling Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Year 7.59% 7.08%
3 Year 7.5% 7.57%
5 Year 7.86% 8.02%

Risk Management

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Standard Deviation 1.02% 0.99%
Sharp -0.34% 0.06%
Beta 1.98% 1.74%
Alpha 3.63% 3.54%

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 SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Name Pradeep Kesavan Dhaval Joshi
Total AUM ₹434274 Cr ₹361932 Cr
Fund Manage 43 55
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Market Cap

Scheme Name

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

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

Others 100 100.01

Sector Allocation

Scheme Name

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

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

Financial 43.74 46.51
Others 1.91 5.7
Sovereign 26.12 32
Construction 10.83 9.09
Communication 7.51 5.51
Energy 5 0.87
Capital Goods 4.89 -
Services - 0.33

Top Comparisons

UTI Short Duration Fund - Regular Plan - Growth Option UTI Short Duration Fund - Regular Plan - Growth Option

3Y Returns5.99%

VS

Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option

3Y Returns5.69%

Compare Now

HSBC Ultra Short Duration Fund - Regular Growth HSBC Ultra Short Duration Fund - Regular Growth

3Y Returns6.16%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns5.9%

Compare Now

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns19.41%

VS

HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth

3Y Returns10.22%

Compare Now

HDFC Dynamic PE Ratio Fund of Funds - Growth Option HDFC Dynamic PE Ratio Fund of Funds - Growth Option

3Y Returns13.43%

VS

Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully