Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon HDFC Ultra Short Term Fund - Growth Option

Invest Now

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

Invest Now

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) ₹14735 Cr ₹12131 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 25 Sep 2018 14 Feb 2025
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 0.47% 0.45%
6 Month 3.44% 3.31%
1 Year 7.25% 7.03%
3 Year 6.49% 6.22%
5 Year 5.82% 5.63%

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 1.6% 1.52%
1 Year 6.97% 6.75%
3 Year 7.02% 6.83%
5 Year 6.22% 5.98%

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 6.54% 7.72%
3 Year 5.15% 7.52%
5 Year 5.77% 8.06%

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 0.437% 0.549%
Sharp -0.089% -0.742%
Beta 3.082% 4.186%
Alpha -0.638% -1.12%

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 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
Funds Managed 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 100 100

Top Comparisons

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns5.83%

VS

HSBC Balanced Advantage Fund - Regular Growth HSBC Balanced Advantage Fund - Regular Growth

3Y Returns9.77%

Compare Now

DSP Global Innovation Fund of Fund - Regular - Growth DSP Global Innovation Fund of Fund - Regular - Growth

3Y Returns16.39%

VS

Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan

3Y Returns16.08%

Compare Now

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

3Y Returns12.98%

VS

BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth

3Y Returns10.94%

Compare Now

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

3Y Returns14.99%

VS

HDFC Multi Cap Fund - Growth Option HDFC Multi Cap Fund - Growth Option

3Y Returns19.25%

Compare Now
Add to Cart Successfully