SBI Short Horizon Debt Fund vs UTI Ultra Short Duration Fund 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 UTI Ultra Short Duration Fund- Regular Plan - Growth Option

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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 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 Moderate Moderate
Asset Size (Cr) ₹9789 Cr ₹2239 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 27 Jul 2007 29 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 0.96 0.96
Manager Pradeep Kesavan Ritesh Nambiar
ISIN Code INF200K01MG8 INF789F01570
Exits Load Nil/365 Nil/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 0.6% 0.64%
6 Month 3.68% 3.5%
1 Year 7.13% 7.12%
3 Year 5.53% 5.76%
5 Year 5.58% 5.89%

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 3.2% 3.19%
3 Year 9.34% 9.65%
5 Year 14.59% 15.92%

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 4.87% 5.23%
3 Year 11.76% 13.01%
5 Year 14.98% 16.28%

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%

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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 100 100.03

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 63.8 65.22
Others -3.96 10.16
Sovereign 15.31 -
Construction 14.82 7.28
Consumer Staples 1.03 2.26
Diversified 0.51 1.83
Energy 2.63 6
Capital Goods 1.75 2.99
Communication 4.11 2.59
Automobile - 0.12
Services - 1.58

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