SBI Short Horizon Debt Fund vs HSBC Ultra Short Duration Fund compare

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

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tortoise-icon HSBC Ultra Short Duration Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth HSBC Ultra Short Duration Fund - Regular Growth
Fund SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth HSBC Ultra Short Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹9789 Cr ₹2335 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Jul 2007 29 Jan 2020
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark BSE Liquid Rate Index CRISIL Ultra Short Duration Fund AI Index
Turn Over 0.0% 54%
Expense Ratio 0.96 0.47
Manager Pradeep Kesavan Jalpan Shah
ISIN Code INF200K01MG8 INF336L01OW1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth HSBC Ultra Short Duration Fund - Regular Growth
1 Month 0.53% 0.57%
6 Month 3.7% 3.66%
1 Year 7.37% 7.42%
3 Year 5.85% 6.15%
5 Year 5.57% -

SIP Return Analysis

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth HSBC Ultra Short Duration Fund - Regular Growth
6 Month - -
1 Year 7.27% 7.29%
3 Year 6.68% 6.86%
5 Year 5.85% -

Rolling Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth HSBC Ultra Short Duration Fund - Regular Growth
1 Year 7.75% 4.88%
3 Year 7.53% 4.95%
5 Year 8.13% -

Risk Management

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth HSBC Ultra Short Duration Fund - Regular Growth
Standard Deviation 0.62% 0.54%
Sharp -0.34% 0.14%
Beta 1.38% 1.19%
Alpha 2.56% 2.45%

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Fund Managers

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth HSBC Ultra Short Duration Fund - Regular Growth
Name Pradeep Kesavan Jalpan Shah
Total AUM ₹434274 Cr ₹16521 Cr
Fund Manage 43 6
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth HSBC Ultra Short Duration Fund - Regular Growth

Market Cap

Scheme Name

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

HSBC Ultra Short Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

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

HSBC Ultra Short Duration Fund - Regular Growth

Financial 63.8 90.81
Others -3.96 3.62
Sovereign 15.31 1.92
Construction 14.82 -
Consumer Staples 1.03 -
Diversified 0.51 -
Energy 2.63 1.82
Capital Goods 1.75 -
Communication 4.11 -
Services - 1.83

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