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

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tortoise-icon SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

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tortoise-icon Tata Short Term Bond 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-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 Moderate
Asset Size (Cr) ₹12700 Cr ₹2209 Cr
Min Investment ₹10000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹5000 ₹1000
Launch Date 27 Jul 2007 08 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 0.84 1.18
Manager Pradeep Kesavan Murthy Nagarajan
ISIN Code INF200K01IG6 INF277K01972
Exits Load Nil/365 Nil/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 0.5% 0.44%
6 Month 4.09% 3.81%
1 Year 7.75% 7.44%
3 Year 5.72% 5.45%
5 Year 5.98% 5.72%

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 7.91% 7.51%
3 Year 6.84% 6.56%
5 Year 6.02% 5.74%

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 7.59% 7.08%
3 Year 7.5% 7.06%
5 Year 7.86% 7.68%

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 1.02% 1.16%
Sharp -0.34% -0.58%
Beta 1.98% 2.21%
Alpha 3.63% 3.77%

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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

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

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