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

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI Ultra Short Duration Fund- Regular Plan - Growth Option

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 UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Fund SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹12131 Cr ₹3046 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 27 Jul 2007 27 Aug 2003
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% 350.33%
Expense Ratio 1.02 0.94
Manager Pradeep Kesavan Ritesh Nambiar
ISIN Code INF200K01MG8 INF789F01570
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Month 0.56% 0.61%
6 Month 3.65% 3.58%
1 Year 7.37% 7.29%
3 Year 5.95% 5.99%
5 Year 5.57% 5.88%

SIP Return Analysis

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
6 Month - -
1 Year 7.04% 6.99%
3 Year 6.7% 6.68%
5 Year 5.88% 6.27%

Rolling Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Year 7.75% 6.93%
3 Year 7.53% 7.57%
5 Year 8.13% 7.73%

Risk Management

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Standard Deviation 0.62% 1.49%
Sharp -0.34% 0.5%
Beta 1.38% 0.39%
Alpha 2.56% 1.51%

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 UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Name Pradeep Kesavan Ritesh Nambiar
Total AUM ₹434274 Cr ₹2329 Cr
Fund Manage 43 3
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

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

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 100 99.98

Sector Allocation

Scheme Name

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

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Financial 63.77 -
Others -1.11 99.98
Sovereign 13.41 -
Construction 14.89 -
Consumer Staples 0.97 -
Diversified 0.47 -
Energy 2.47 -
Capital Goods 1.64 -
Communication 3.49 -

Top Comparisons

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

3Y Returns22.45%

VS

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

3Y Returns19.19%

Compare Now

SBI Balanced Advantage Fund - Regular Plan - Growth SBI Balanced Advantage Fund - Regular Plan - Growth

3Y Returns13.03%

VS

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns11.08%

Compare Now

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns5.75%

VS

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns5.75%

Compare Now

HSBC Value Fund - Regular Growth HSBC Value Fund - Regular Growth

3Y Returns23.94%

VS

Quant Value Fund Regular - Growth Quant Value Fund Regular - Growth

3Y Returns24.53%

Compare Now
Request call back
Add to Cart Successfully