Aditya Birla Sun Life Short Term Fund vs Axis Short Term Fund compare
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Axis Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹10696 Cr | ₹12201 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 May 2003 | 22 Jan 2010 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Debt Index B-II | NIFTY Short Duration Debt Index B-II |
| Turn Over | 78% | 0.0% |
| Expense Ratio | 0.95 | 0.89 |
| Manager | Dhaval Joshi | Devang Shah |
| ISIN Code | INF209K01942 | INF846K01644 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.73% | 0.65% |
| 6 Month | 3.17% | 3.39% |
| 1 Year | 8.13% | 8.58% |
| 3 Year | 7.63% | 7.77% |
| 5 Year | 6.17% | 6.04% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.77% | 0.87% |
| 1 Year | 5.99% | 6.5% |
| 3 Year | 7.35% | 7.6% |
| 5 Year | 6.78% | 6.85% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.28% | 8.04% |
| 3 Year | 7.52% | 7.97% |
| 5 Year | 7.84% | 7.96% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.96% | 0.97% |
| Sharp | 0.74% | 0.88% |
| Beta | 1.27% | 1.34% |
| Alpha | -0.52% | -0.43% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Devang Shah |
| Total AUM | ₹361932 Cr | ₹60014 Cr |
| Funds Managed | 55 | 15 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
3Y Returns8.06%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns11.28%
LIC MF Money Market Fund Regular - Growth
3Y Returns6.37%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.61%
Motilal Oswal Small Cap Fund - Regular (G)
3Y Returns0%
HSBC Small Cap Fund Regular Growth
3Y Returns19.66%
HDFC Hybrid Equity Fund - Growth Plan
3Y Returns12.6%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns13.83%