Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Short Term Fund vs Axis Short Term Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Invest Now

tortoise-icon Axis Short Duration Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

3Y Returns8.06%

VS

Edelweiss Equity Savings Fund - Regular Plan - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option

3Y Returns11.28%

Compare Now

LIC MF Money Market Fund Regular - Growth LIC MF Money Market Fund Regular - Growth

3Y Returns6.37%

VS

UTI MMF - Regular Plan - Growth Option UTI MMF - Regular Plan - Growth Option

3Y Returns7.61%

Compare Now

Motilal Oswal Small Cap Fund - Regular (G) Motilal Oswal Small Cap Fund - Regular (G)

3Y Returns0%

VS

HSBC Small Cap Fund Regular Growth HSBC Small Cap Fund Regular Growth

3Y Returns19.66%

Compare Now

HDFC Hybrid Equity Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan

3Y Returns12.6%

VS

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns13.83%

Compare Now
Add to Cart Successfully