Tata Ultra Short Term Fund vs Aditya Birla Sun Life Savings Fund compare
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Tata Ultra Short Term Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
Fund | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Tata Ultra Short Term Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹16798 Cr | ₹4965 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 17 Apr 2003 | 22 Jan 2019 |
Category | Ultra Short Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Ultra Short Duration Debt Index B-I | CRISIL Ultra ST Debt |
Turn Over | 24% | 32% |
Expense Ratio | 0.55 | 1.15 |
Manager | Dhaval Joshi | Akhil Mittal |
ISIN Code | INF209K01LZ1 | INF277K016S1 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
1 Month | 1.05% | 0.89% |
6 Month | 4.13% | 3.69% |
1 Year | 7.98% | 7.18% |
3 Year | 7.04% | 6.31% |
5 Year | 6.3% | 5.22% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
6 Month | 2.13% | 1.95% |
1 Year | 8.2% | 7.43% |
3 Year | 7.65% | 6.9% |
5 Year | 6.75% | 5.99% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
1 Year | 7.56% | 5.33% |
3 Year | 7.75% | 4.42% |
5 Year | 8.14% | 5.09% |
Risk Management
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 0.456% | 0.421% |
Sharp | 0.762% | -1.753% |
Beta | 2.926% | 2.706% |
Alpha | -0.357% | -0.971% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
Name | Dhaval Joshi | Akhil Mittal |
Total AUM | ₹361932 Cr | ₹4981 Cr |
Funds Managed | 55 | 4 |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan | Tata Ultra Short Term Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
Tata Ultra Short Term Fund-Regular Plan-Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns7.58%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns9.83%
DSP Quant Fund - Regular Plan - Growth
3Y Returns9.2%
Quant Quantamental Fund Regular - Growth
3Y Returns20.19%
HDFC Manufacturing Fund - Regular (G)
3Y Returns0%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.82%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns16.52%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns15.18%