SBI Short Horizon Debt Fund vs LIC MF Ultra Short Term Fund Regular compare

Link copied to clipboard!

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

Invest Now

tortoise-icon LIC MF Ultra Short Term Fund Regular - Growth

Invest Now

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 LIC MF Ultra Short Term Fund Regular - Growth
Fund SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth LIC MF Ultra Short Term Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹9789 Cr ₹281 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹500
Launch Date 27 Jul 2007 22 Nov 2019
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open-ended
Benchmark BSE Liquid Rate Index CRISIL Ultra Short Duration Fund BI Index
Turn Over 0.0% %
Expense Ratio 0.96 0.95
Manager Pradeep Kesavan Rahul Singh
ISIN Code INF200K01MG8 INF767K01QO1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth LIC MF Ultra Short Term Fund Regular - Growth
1 Month 0.6% 0.57%
6 Month 3.68% 3.43%
1 Year 7.13% 6.61%
3 Year 5.53% 5.63%
5 Year 5.58% -

SIP Return Analysis

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth LIC MF Ultra Short Term Fund Regular - Growth
6 Month - -
1 Year 3.2% 3.02%
3 Year 9.34% 8.7%
5 Year 14.59% 12.24%

Rolling Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth LIC MF Ultra Short Term Fund Regular - Growth
1 Year 4.87% 4.18%
3 Year 11.76% 10.57%
5 Year 14.98% 12.59%

Risk Management

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth LIC MF Ultra Short Term Fund Regular - Growth
Standard Deviation 0.62% 0.46%
Sharp -0.34% -0.26%
Beta 1.38% 0.85%
Alpha 2.56% 1.59%

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 SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth LIC MF Ultra Short Term Fund Regular - Growth
Name Pradeep Kesavan Rahul Singh
Total AUM ₹434274 Cr ₹19760 Cr
Fund Manage 43 9
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth LIC MF Ultra Short Term Fund Regular - Growth

Market Cap

Scheme Name

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

LIC MF Ultra Short Term Fund Regular - Growth

Others 100 100.02

Sector Allocation

Scheme Name

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

LIC MF Ultra Short Term Fund Regular - Growth

Sovereign 15.31 -
Financial 63.8 78.65
Construction 14.82 -
Communication 4.11 -
Energy 2.63 13.49
Consumer Staples 1.03 -
Capital Goods 1.75 -
Diversified 0.51 -
Others -3.96 7.88

Top Comparisons

ICICI Prudential Constant Maturity Gilt Fund - Growth ICICI Prudential Constant Maturity Gilt Fund - Growth

3Y Returns5.41%

VS

SBI Magnum Constant Maturity Fund - Regular Plan - Growth SBI Magnum Constant Maturity Fund - Regular Plan - Growth

3Y Returns5.44%

Compare Now

Aditya Birla Sun Life India Gennext Fund-Growth Option Aditya Birla Sun Life India Gennext Fund-Growth Option

3Y Returns18.52%

VS

Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

3Y Returns21.65%

Compare Now

HDFC Corporate Bond Fund - Growth Option HDFC Corporate Bond Fund - Growth Option

3Y Returns5.84%

VS

Nippon India Corporate Bond Fund - Growth Plan - Growth Option Nippon India Corporate Bond Fund - Growth Plan - Growth Option

3Y Returns6.11%

Compare Now

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

VS

Quant Active Fund-Growth Quant Active Fund-Growth

3Y Returns23.72%

Compare Now
Request call back
Add to Cart Successfully