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Aditya Birla Sun Life Short Term Fund vs Sundaram Short Duration Fund Regular Growth compare

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tortoise-icon Sundaram Short Duration Fund Regular Growth

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

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Chart Comparison

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

Overview

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Fund Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹195 Cr ₹10696 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹250 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 09 May 2003 09 May 2003
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark Nifty Short duration Debt Index A-II NIFTY Short Duration Debt Index B-II
Turn Over % 78%
Expense Ratio 1.14 0.95
Manager Dwijendra Srivastava Dhaval Joshi
ISIN Code INF173K01BA3 INF209K01942
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Month 0.5% 0.73%
6 Month 2.91% 3.17%
1 Year 7.66% 8.13%
3 Year 7.51% 7.63%
5 Year 5.8% 6.17%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
6 Month 0.82% 0.77%
1 Year 5.91% 5.99%
3 Year 7.26% 7.35%
5 Year 6.62% 6.78%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Year 7.19% 7.28%
3 Year 7.29% 7.52%
5 Year 7.78% 7.84%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Standard Deviation 1.01% 0.96%
Sharp 0.74% 0.90%
Beta 1.35% 1.31%
Alpha -0.64% -0.49%

Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Name Dwijendra Srivastava Dhaval Joshi
Total AUM ₹14140 Cr ₹361932 Cr
Funds Managed 14 55
Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

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

Others 100 100

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

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

Others 100 100

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