UTI Short Duration 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 UTI Short Duration 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 UTI Short Duration Fund - Regular Plan - Growth Option
Fund SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth UTI Short Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹12700 Cr ₹2565 Cr
Min Investment ₹10000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹5000 ₹500
Launch Date 27 Jul 2007 28 Aug 2007
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark BSE India Bond Index CRISIL Ultra Short Duration Fund BI Index
Turn Over 0.0% 270%
Expense Ratio 0.84 0.84
Manager Pradeep Kesavan Sudhir Agrawal
ISIN Code INF200K01IG6 INF789F01QA4
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth UTI Short Duration Fund - Regular Plan - Growth Option
1 Month 0.75% 0.83%
6 Month 3.88% 3.84%
1 Year 7.34% 7.75%
3 Year 5.4% 7.33%
5 Year 6.07% 7.54%

SIP Return Analysis

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth UTI Short Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.21% 3.31%
3 Year 9.14% 10.01%
5 Year 14.83% 18.46%

Rolling Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth UTI Short Duration Fund - Regular Plan - Growth Option
1 Year 5.24% 6.62%
3 Year 11.98% 15.31%
5 Year 15.24% 18.91%

Risk Management

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth UTI Short Duration Fund - Regular Plan - Growth Option
Standard Deviation 1.02% 2.58%
Sharp -0.34% 0.59%
Beta 1.98% 0.42%
Alpha 3.63% 2.36%

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Fund Managers

Scheme Name SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth UTI Short Duration Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Sudhir Agrawal
Total AUM ₹434274 Cr ₹7736 Cr
Fund Manage 43 6
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth UTI Short Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

UTI Short Duration Fund - Regular Plan - Growth Option

Others 100 100.03

Sector Allocation

Scheme Name

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

UTI Short Duration Fund - Regular Plan - Growth Option

Financial 43.74 65.22
Others 1.91 10.16
Sovereign 26.12 -
Construction 10.83 7.28
Communication 7.51 2.59
Energy 5 6
Capital Goods 4.89 2.99
Consumer Staples - 2.26
Automobile - 0.12
Diversified - 1.83
Services - 1.58

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