UTI Short Duration Fund vs SBI Short Horizon Debt Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI Short Duration Fund - Regular Plan - Growth Option

Invest Now

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 0.49% 0.42%
6 Month 4.08% 4.01%
1 Year 7.74% 7.92%
3 Year 5.73% 5.99%
5 Year 5.98% 7.4%

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 7.91% 7.96%
3 Year 6.84% 7.06%
5 Year 6.02% 7.09%

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 7.59% 7.96%
3 Year 7.5% 7.65%
5 Year 7.86% 6%

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%

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 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

Top Comparisons

Templeton India Value Fund - Growth Plan Templeton India Value Fund - Growth Plan

3Y Returns18.94%

VS

Axis Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth

3Y Returns19.39%

Compare Now

Franklin India Opportunities Fund - Growth Franklin India Opportunities Fund - Growth

3Y Returns23.92%

VS

SBI Magnum Comma Fund - Regular Plan - Growth SBI Magnum Comma Fund - Regular Plan - Growth

3Y Returns11.03%

Compare Now

Kotak Income Plus Arbitrage FOF-Regular Plan-Growth Kotak Income Plus Arbitrage FOF-Regular Plan-Growth

3Y Returns0%

VS

BANDHAN All Seasons Bond Fund - Regular Plan - Growth BANDHAN All Seasons Bond Fund - Regular Plan - Growth

3Y Returns5.69%

Compare Now

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

3Y Returns16.25%

VS

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

3Y Returns15.53%

Compare Now
Request call back
Add to Cart Successfully