SBI Short Horizon Debt Fund vs LIC MF Ultra Short Term Fund Regular 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 LIC MF Ultra Short Term 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 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 0.58% 0.55%
6 Month 3.7% 3.44%
1 Year 7.32% 6.82%
3 Year 5.87% 5.55%
5 Year 5.54% -

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 7.27% 6.79%
3 Year 6.68% 6.19%
5 Year 5.85% -

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 7.75% 4.28%
3 Year 7.53% 4.33%
5 Year 8.13% -

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%

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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

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

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