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) | ₹217 Cr | ₹8141 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 | 1.41% | 1.42% |
6 Month | 4.61% | 4.81% |
1 Year | 9.32% | 9.37% |
3 Year | 6.97% | 7.2% |
5 Year | 7.71% | 7.32% |
SIP Return Analysis
Scheme Name | Sundaram Short Duration Fund Regular Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
6 Month | 2.84% | 2.98% |
1 Year | 9.76% | 10.02% |
3 Year | 8.1% | 8.23% |
5 Year | 6.88% | 7.08% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
1 Year | 7.04% | 7.11% |
3 Year | 7.28% | 7.54% |
5 Year | 7.81% | 8.01% |
Risk Management
Scheme Name | Sundaram Short Duration Fund Regular Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 1.013% | 0.946% |
Sharp | -0.227% | 0.02% |
Beta | 0.712% | 0.744% |
Alpha | -0.204% | 0.064% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns11.81%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns14.14%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns15.8%
LIC MF Flexi Cap Fund-Growth
3Y Returns11.37%
BANDHAN Corporate Bond Fund - Regular Growth
3Y Returns6.73%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns6.89%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns14.87%
IDBI Nifty Next 50 Index Fund Growth
3Y Returns14.54%