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 |
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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