Tata Ultra Short Term Fund vs SBI Magnum Ultra Short Duration Fund compare

Link copied to clipboard!

tortoise-icon SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
Fund SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹11492 Cr ₹2061 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 21 May 1999 01 Jan 2019
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Ultra Short Duration Fund BI Index CRISIL Ultra ST Debt
Turn Over 24% 32%
Expense Ratio 0.54 1.16
Manager Pradeep Kesavan Akhil Mittal
ISIN Code INF200K01LJ4 INF277K016S1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
1 Month 0.57% 0.55%
6 Month 3.68% 3.46%
1 Year 7.45% 6.96%
3 Year 6.11% 5.69%
5 Year 5.58% 5.06%

SIP Return Analysis

Scheme Name SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
6 Month - -
1 Year 7.33% 6.86%
3 Year 6.85% 6.39%
5 Year 6% 5.56%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
1 Year 7.35% 5.12%
3 Year 7.32% 4.36%
5 Year 6.98% 5.09%

Risk Management

Scheme Name SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
Standard Deviation 0.56% 0.51%
Sharp 0.07% -0.68%
Beta 1.24% 1.12%
Alpha 2.52% 1.9%

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 Magnum Ultra Short Duration Fund - Regular Plan - Growth Tata Ultra Short Term Fund-Regular Plan-Growth
Name Pradeep Kesavan Akhil Mittal
Total AUM ₹434274 Cr ₹4981 Cr
Fund Manage 43 4
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth Tata Ultra Short Term Fund-Regular Plan-Growth

Market Cap

Scheme Name

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

Tata Ultra Short Term Fund-Regular Plan-Growth

Others 100 100

Sector Allocation

Scheme Name

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

Tata Ultra Short Term Fund-Regular Plan-Growth

Others 1.68 1.74
Financial 85.95 83.67
Construction 5.65 6.84
Services 1.64 2.02
Communication 4.51 3.69
Energy 0.57 -
Sovereign - 2.04

Top Comparisons

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns13.69%

VS

Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option

3Y Returns4.33%

Compare Now

Mahindra Manulife Liquid Fund - Regular Plan - Growth Mahindra Manulife Liquid Fund - Regular Plan - Growth

3Y Returns6.25%

VS

BANDHAN LIQUID Fund - Regular Plan - Growth BANDHAN LIQUID Fund - Regular Plan - Growth

3Y Returns6.19%

Compare Now

SBI International Access - US Equity FoF - Regular Plan - Growth SBI International Access - US Equity FoF - Regular Plan - Growth

3Y Returns12.28%

VS

Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns14.66%

VS

LIC MF Equity Hybrid Fund-Growth LIC MF Equity Hybrid Fund-Growth

3Y Returns9.49%

Compare Now
Request call back
Add to Cart Successfully