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UTI Ultra Short Duration Fund vs SBI Short Horizon Debt Fund compare

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tortoise-icon SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

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tortoise-icon UTI Ultra 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 - Ultra Short Term Fund - Institutional Plan - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Fund SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹12131 Cr ₹3448 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 14 Feb 2025 27 Aug 2003
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark BSE Liquid Rate Index CRISIL Ultra Short Duration Fund BI Index
Turn Over 0.0% 350.33%
Expense Ratio 1.02 0.93
Manager Pradeep Kesavan Ritesh Nambiar
ISIN Code INF200K01MG8 INF789F01570
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Month 0.78% 0.69%
6 Month 3.62% 3.55%
1 Year 7.32% 7.18%
3 Year 6.35% 6.36%
5 Year 5.65% 6.06%

SIP Return Analysis

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
6 Month 2.14% 2.07%
1 Year 7.35% 7.18%
3 Year 7.05% 6.96%
5 Year 6.13% 6.43%

Rolling Lumpsum Returns

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
1 Year 7.72% 6.95%
3 Year 7.52% 7.56%
5 Year 8.06% 7.72%

Risk Management

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Standard Deviation 0.549% 1.49%
Sharp -0.742% 0.5%
Beta 4.186% 0.39%
Alpha -1.12% 1.51%

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Fund Managers

Scheme Name SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Name Pradeep Kesavan Ritesh Nambiar
Total AUM ₹434274 Cr ₹2329 Cr
Funds Managed 43 3
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

Others 100 100

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