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 | 0.74% | 0.61% |
| 6 Month | 3.61% | 3.7% |
| 1 Year | 8.3% | 8.59% |
| 3 Year | 7.64% | 7.72% |
| 5 Year | 6.21% | 6.06% |
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 | 1.47% | 1.46% |
| 1 Year | 7.55% | 7.87% |
| 3 Year | 7.88% | 8.08% |
| 5 Year | 7.11% | 7.15% |
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 | 7.41% | 8.1% |
| 3 Year | 7.54% | 7.95% |
| 5 Year | 7.84% | 7.95% |
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% | 0.96% |
| Sharp | 0.90% | 1.03% |
| Beta | 1.31% | 1.35% |
| Alpha | -0.49% | -0.41% |
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
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
3Y Returns13.08%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns19.12%
Nippon India Focused Fund - Growth Plan -Growth Option
3Y Returns14.15%
Mirae Asset Focused Fund Regular Plan Growth
3Y Returns11.31%
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns6.99%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.94%
HDFC Hybrid Debt Fund - Growth Plan
3Y Returns10.04%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns9.15%