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) | ₹10349 Cr | ₹11467 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 | 0.6% | 0.67% |
6 Month | 5.1% | 5.45% |
1 Year | 9.1% | 9.49% |
3 Year | 7.56% | 7.62% |
5 Year | 6.49% | 6.09% |
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 | 2.34% | 2.56% |
1 Year | 9.31% | 9.95% |
3 Year | 8.24% | 8.46% |
5 Year | 7.15% | 7.16% |
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 | 7.19% | 7.98% |
3 Year | 7.51% | 8.06% |
5 Year | 7.95% | 7.98% |
Risk Management
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.95% | 0.98% |
Sharp | 0.95% | 0.91% |
Beta | 1.10% | 1.14% |
Alpha | -0.21% | -0.26% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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
Aditya Birla Sun Life Value Fund - Growth Option
3Y Returns24.76%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns22.46%
Kotak Large Cap Fund - Growth
3Y Returns18.64%
Aditya Birla Sun Life Large Cap Fund-Growth
3Y Returns19.07%
ICICI Prudential Liquid Fund - Growth
3Y Returns6.94%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.93%
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
3Y Returns19.52%
Quant Large and Mid Cap Fund-Growth
3Y Returns22.19%