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 Low to Moderate
Asset Size (Cr) ₹15098 Cr ₹3363 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 0.56 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 0.74% 0.63%
6 Month 3.94% 3.51%
1 Year 7.92% 7.08%
3 Year 6.53% 5.8%
5 Year 6.11% 5.09%

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 7.7% 6.82%
3 Year 7.22% 6.46%
5 Year 6.45% 5.63%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Tata Ultra Short Term Fund-Regular Plan-Growth
1 Year 7.51% 5.12%
3 Year 7.76% 4.36%
5 Year 8.19% 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 100.05 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Tata Ultra Short Term Fund-Regular Plan-Growth

Others 100.05 1.74
Sovereign - 2.04
Financial - 83.67
Construction - 6.84
Communication - 3.69
Services - 2.02

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