SBI Short Horizon Debt Fund vs INVESCO INDIA ULTRA SHORT DURATION FUND compare
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Chart Comparison
| Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Fund | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹9789 Cr | ₹692 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Jul 2007 | 30 Dec 2010 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE Liquid Rate Index | NIFTY Ultra Short Duration Debt Index B-I |
| Turn Over | 0.0% | 24% |
| Expense Ratio | 0.96 | 0.89 |
| Manager | Pradeep Kesavan | Krishna Venkat Cheemalapati |
| ISIN Code | INF200K01MG8 | INF205K01TM0 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| 1 Month | 0.6% | 0.63% |
| 6 Month | 3.72% | 3.59% |
| 1 Year | 7.34% | 7.43% |
| 3 Year | 5.87% | 5.9% |
| 5 Year | 5.54% | 5.2% |
| Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.27% | 7.22% |
| 3 Year | 6.68% | 6.68% |
| 5 Year | 5.85% | 5.75% |
| Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| 1 Year | 7.75% | 7.54% |
| 3 Year | 7.53% | 7.63% |
| 5 Year | 8.13% | 7.67% |
| Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Standard Deviation | 0.62% | 0.6% |
| Sharp | -0.34% | -0.34% |
| Beta | 1.38% | 1.28% |
| Alpha | 2.56% | 2.35% |
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| Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Krishna Venkat Cheemalapati |
| Total AUM | ₹434274 Cr | ₹24743 Cr |
| Fund Manage | 43 | 19 |
| SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
| Scheme Name |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Others | 100 | 100 |
| Scheme Name |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Financial | 63.8 | 74.83 |
| Others | -3.96 | 5.66 |
| Sovereign | 15.31 | 1.31 |
| Construction | 14.82 | 8.69 |
| Consumer Staples | 1.03 | - |
| Diversified | 0.51 | - |
| Energy | 2.63 | 3.14 |
| Capital Goods | 1.75 | - |
| Communication | 4.11 | 5.18 |
| Consumer Discretionary | - | 1.19 |
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