SBI Short Horizon Debt Fund vs Tata Short Term Bond Fund compare
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Tata Short Term Bond Fund -Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
Fund | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate Risk | Moderate Risk |
Asset Size (Cr) | ₹13523 Cr | ₹2720 Cr |
Min Investment | ₹10000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹5000 | ₹1000 |
Launch Date | 27 Jul 2007 | 09 Aug 2002 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE India Bond Index | CRISIL Short Duration Fund AII Index |
Turn Over | 0.0% | 0.0% |
Expense Ratio | 0.85 | 1.19 |
Manager | Pradeep Kesavan | Murthy Nagarajan |
ISIN Code | INF200K01IG6 | INF277K01972 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
1 Month | 0.63% | 0.54% |
6 Month | 3.63% | 3.37% |
1 Year | 7.63% | 7.18% |
3 Year | 6.1% | 5.8% |
5 Year | 5.91% | 5.65% |
SIP Return Analysis
Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 7.49% | 7.02% |
3 Year | 7.04% | 6.72% |
5 Year | 6.12% | 5.81% |
Rolling Lumpsum Returns
Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
1 Year | 7.63% | 7.14% |
3 Year | 7.44% | 7.01% |
5 Year | 7.85% | 7.67% |
Risk Management
Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 0.979% | 1.089% |
Sharp | -0.355% | -0.582% |
Beta | 0.762% | 0.844% |
Alpha | -0.302% | -0.563% |
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Fund Managers
Scheme Name | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
Name | Pradeep Kesavan | Murthy Nagarajan |
Total AUM | ₹434274 Cr | ₹18015 Cr |
Fund Manage | 43 | 11 |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
Market Cap
Scheme Name |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
Others | 8.36 | 100 |
Financial | 41.4 | - |
Sovereign | 20.98 | - |
Construction | 11.18 | - |
Communication | 7.6 | - |
Energy | 5.49 | - |
Capital Goods | 4.87 | - |
Consumer Staples | 0.12 | - |
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