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UTI Ultra Short Duration Fund vs SBI Short Horizon Debt Fund compare
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Chart Comparison
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 Risk |
| 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 | 0.57% | 0.57% |
| 6 Month | 3.39% | 3.46% |
| 1 Year | 7.21% | 7.15% |
| 3 Year | 6.15% | 6.2% |
| 5 Year | 5.55% | 5.98% |
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 | - | - |
| 1 Year | 6.92% | 6.9% |
| 3 Year | 6.79% | 6.76% |
| 5 Year | 5.96% | 6.32% |
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 | 0.564% | 1.49% |
| Sharp | -0.757% | 0.5% |
| Beta | 4.261% | 0.39% |
| Alpha | -1.121% | 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 |
| Fund Manage | 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 | 99.98 |
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 |
|---|---|---|
| Financial | 63.77 | - |
| Others | -1.11 | 99.98 |
| Sovereign | 13.41 | - |
| Construction | 14.89 | - |
| Consumer Staples | 0.97 | - |
| Diversified | 0.47 | - |
| Energy | 2.47 | - |
| Capital Goods | 1.64 | - |
| Communication | 3.49 | - |
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