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Aditya Birla Sun Life Short Term Fund vs Sundaram Short Duration Fund Regular Growth compare
Sundaram Short Duration Fund Regular Growth
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Chart Comparison
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) | ₹204 Cr | ₹10648 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 | 0.34% | 0.3% |
| 6 Month | 4.26% | 4.39% |
| 1 Year | 7.51% | 7.9% |
| 3 Year | 7.34% | 7.38% |
| 5 Year | 5.9% | 6.27% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 1.24% | 1.34% |
| 1 Year | 7.25% | 7.62% |
| 3 Year | 7.65% | 7.8% |
| 5 Year | 6.76% | 6.97% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.13% | 7.24% |
| 3 Year | 7.27% | 7.53% |
| 5 Year | 7.79% | 7.89% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 1.05% | 1.00% |
| Sharp | 0.48% | 0.57% |
| Beta | 1.16% | 1.13% |
| Alpha | -0.35% | -0.26% |
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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