SBI Short Horizon Debt Fund vs HDFC Ultra Short Term Fund compare

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tortoise-icon HDFC Ultra Short Term Fund - Growth Option

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tortoise-icon SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

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Chart Comparison

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

Overview

Scheme Name HDFC Ultra Short Term Fund - Growth Option SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
Fund HDFC Ultra Short Term Fund - Growth Option SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹14802 Cr ₹12131 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 25 Sep 2018 27 Jul 2007
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Ultra Short Duration Fund BI Index BSE Liquid Rate Index
Turn Over 26% 0.0%
Expense Ratio 0.69 1.02
Manager Anil Bamboli Pradeep Kesavan
ISIN Code INF179KB11R3 INF200K01MG8
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HDFC Ultra Short Term Fund - Growth Option SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
1 Month 0.51% 0.47%
6 Month 3.53% 3.5%
1 Year 7.4% 7.25%
3 Year 6.25% 5.99%
5 Year 5.74% 5.57%

SIP Return Analysis

Scheme Name HDFC Ultra Short Term Fund - Growth Option SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
6 Month - -
1 Year 7.16% 7.01%
3 Year 6.89% 6.7%
5 Year 6.1% 5.88%

Rolling Lumpsum Returns

Scheme Name HDFC Ultra Short Term Fund - Growth Option SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
1 Year 6.42% 7.75%
3 Year 5.09% 7.53%
5 Year 5.78% 8.13%

Risk Management

Scheme Name HDFC Ultra Short Term Fund - Growth Option SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
Standard Deviation 0.54% 0.62%
Sharp 0.11% -0.34%
Beta 1.18% 1.38%
Alpha 2.43% 2.56%

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Fund Managers

Scheme Name HDFC Ultra Short Term Fund - Growth Option SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
Name Anil Bamboli Pradeep Kesavan
Total AUM ₹135442 Cr ₹434274 Cr
Fund Manage 12 43
HDFC Ultra Short Term Fund - Growth Option SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

Market Cap

Scheme Name

HDFC Ultra Short Term Fund - Growth Option

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

HDFC Ultra Short Term Fund - Growth Option

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

Others 100 -1.11
Financial - 63.77
Sovereign - 13.41
Construction - 14.89
Consumer Staples - 0.97
Diversified - 0.47
Energy - 2.47
Capital Goods - 1.64
Communication - 3.49

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