Tata Ultra Short Term Fund vs Aditya Birla Sun Life Savings Fund compare

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tortoise-icon Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

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tortoise-icon Tata Ultra Short Term Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹12922 Cr ₹2061 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Nov 2001 01 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 1.16
Manager Dhaval Joshi Akhil Mittal
ISIN Code INF209K01LZ1 INF277K016S1
Exits Load Nil/365 Nil/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 0.62% 0.56%
6 Month 3.83% 3.41%
1 Year 7.47% 6.78%
3 Year 6.06% 5.38%
5 Year 6.07% 5.04%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Tata Ultra Short Term Fund-Regular Plan-Growth
6 Month - -
1 Year 3.42% 3.07%
3 Year 10.14% 9.03%
5 Year 16.16% 13.75%

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% 5.1%
3 Year 7.78% 4.36%
5 Year 8.27% 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 0.54% 0.51%
Sharp 0.64% -0.68%
Beta 1.14% 1.12%
Alpha 2.62% 1.9%

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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
Fund Manage 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 94.05 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Tata Ultra Short Term Fund-Regular Plan-Growth

Others 8.57 1.74
Sovereign 1.89 2.04
Financial 64.03 83.67
Construction 6.65 6.84
Communication 6.88 3.69
Consumer Staples 5.52 -
Energy 0.51 -
Services - 2.02

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