SBI Short Term Debt Fund vs Tata Short Term Bond Fund compare

Link copied to clipboard!

tortoise-icon SBI Short Term Debt Fund - Regular Plan -Growth

Invest Now

tortoise-icon Tata Short Term Bond 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 Term Debt Fund - Regular Plan -Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
Fund SBI Short Term Debt Fund - Regular Plan -Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹12700 Cr ₹2209 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Jul 2007 08 Aug 2002
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Short Duration Fund AII Index CRISIL Short Duration Fund AII Index
Turn Over 0.0% 0.0%
Expense Ratio 0.84 1.18
Manager Pradeep Kesavan Murthy Nagarajan
ISIN Code INF200K01HZ8 INF277K01972
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Short Term Debt Fund - Regular Plan -Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
1 Month 0.5% 0.44%
6 Month 4.09% 3.81%
1 Year 7.75% 7.44%
3 Year 5.73% 5.45%
5 Year 5.98% 5.72%

SIP Return Analysis

Scheme Name SBI Short Term Debt Fund - Regular Plan -Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
6 Month - -
1 Year 7.91% 7.51%
3 Year 6.84% 6.56%
5 Year 6.02% 5.74%

Rolling Lumpsum Returns

Scheme Name SBI Short Term Debt Fund - Regular Plan -Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
1 Year 7.58% 7.08%
3 Year 7.8% 7.06%
5 Year 7.95% 7.68%

Risk Management

Scheme Name SBI Short Term Debt Fund - Regular Plan -Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
Standard Deviation 1.02% 1.16%
Sharp -0.34% -0.58%
Beta 1.98% 2.21%
Alpha 3.63% 3.77%

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 Term Debt Fund - Regular Plan -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 Term Debt Fund - Regular Plan -Growth Tata Short Term Bond Fund -Regular Plan- Growth Option

Market Cap

Scheme Name

SBI Short Term Debt Fund - Regular Plan -Growth

Tata Short Term Bond Fund -Regular Plan- Growth Option

Others 100 100

Sector Allocation

Scheme Name

SBI Short Term Debt Fund - Regular Plan -Growth

Tata Short Term Bond Fund -Regular Plan- Growth Option

Financial 43.74 58.98
Others 1.91 6.49
Sovereign 26.12 24.65
Construction 10.83 5.34
Communication 7.51 -
Energy 5 -
Capital Goods 4.89 4.27
Services - 0.01
Unclassified - 0.26

Top Comparisons

Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

Tata Nifty MidSmall Healthcare Index Fund-Reg (G) Tata Nifty MidSmall Healthcare Index Fund-Reg (G)

3Y Returns0%

Compare Now

ICICI Prudential Credit Risk Fund - Growth ICICI Prudential Credit Risk Fund - Growth

3Y Returns6.77%

VS

UTI Credit Risk Fund  - Regular Plan - Growth Option UTI Credit Risk Fund - Regular Plan - Growth Option

3Y Returns5.98%

Compare Now

BANDHAN Banking & PSU Debt Fund - Regular Growth BANDHAN Banking & PSU Debt Fund - Regular Growth

3Y Returns5.77%

VS

Tata Banking & PSU Debt Fund-Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth

3Y Returns4.97%

Compare Now

Mirae Asset Flexi Cap Fund - Regular Plan - Growth Mirae Asset Flexi Cap Fund - Regular Plan - Growth

3Y Returns0%

VS

Parag Parikh Flexi Cap Fund Regular-Growth Parag Parikh Flexi Cap Fund Regular-Growth

3Y Returns15.01%

Compare Now
Request call back
Add to Cart Successfully