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 Moderate Moderate
Asset Size (Cr) ₹13399 Cr ₹9789 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 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 0.96
Manager Anil Bamboli Pradeep Kesavan
ISIN Code INF179KB11R3 INF200K01MG8
Exits Load Nil/365 Nil/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 0.61% 0.6%
6 Month 3.71% 3.68%
1 Year 7.26% 7.13%
3 Year 5.8% 5.53%
5 Year 5.69% 5.58%

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 3.32% 3.2%
3 Year 9.76% 9.34%
5 Year 15.27% 14.59%

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 5.02% 4.87%
3 Year 12.3% 11.76%
5 Year 15.65% 14.98%

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%

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
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 7.07 -3.96
Sovereign 0.2 15.31
Financial 71.51 63.8
Construction 7.9 14.82
Communication 5.09 4.11
Materials 3.47 -
Energy 0.31 2.63
Consumer Discretionary 0.35 -
Services 0.17 -
Capital Goods 3.93 1.75
Consumer Staples - 1.03
Diversified - 0.51

Top Comparisons

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

3Y Returns13.13%

VS

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns18.29%

Compare Now

Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

3Y Returns18.06%

VS

Quant ELSS Tax Saver Fund Regular Plan-Growth Quant ELSS Tax Saver Fund Regular Plan-Growth

3Y Returns26.35%

Compare Now

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns22.88%

VS

DSP Equity Opportunities Fund-Regular Plan - Growth DSP Equity Opportunities Fund-Regular Plan - Growth

3Y Returns20.46%

Compare Now

ICICI Prudential Medium Term Bond Fund - Growth ICICI Prudential Medium Term Bond Fund - Growth

3Y Returns6.01%

VS

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

3Y Returns4.58%

Compare Now
Request call back
Add to Cart Successfully