Aditya Birla Sun Life Short Term Fund vs Tata Short Term Bond Fund compare
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Tata Short Term Bond Fund -Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Tata Short Term Bond Fund -Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹10963 Cr | ₹3685 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 May 2003 | 09 Aug 2002 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Short Duration Debt Index B-II | CRISIL Short Duration Fund AII Index |
Turn Over | 78% | 0.0% |
Expense Ratio | 0.95 | 1.19 |
Manager | Dhaval Joshi | Murthy Nagarajan |
ISIN Code | INF209K01942 | INF277K01972 |
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 | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
1 Month | 0.26% | 0.15% |
6 Month | 4.94% | 4.66% |
1 Year | 9.14% | 8.5% |
3 Year | 7.69% | 7.07% |
5 Year | 6.61% | 5.47% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
6 Month | 2.28% | 2.11% |
1 Year | 9.13% | 8.51% |
3 Year | 8.16% | 7.67% |
5 Year | 7.09% | 6.44% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
1 Year | 7.19% | 7.18% |
3 Year | 7.51% | 6.98% |
5 Year | 7.95% | 7.66% |
Risk Management
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 0.96% | 1.03% |
Sharp | 0.94% | 0.41% |
Beta | 1.10% | 1.13% |
Alpha | -0.19% | -0.71% |
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 | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
Name | Dhaval Joshi | Murthy Nagarajan |
Total AUM | ₹361932 Cr | ₹18015 Cr |
Funds Managed | 55 | 11 |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Tata Short Term Bond Fund -Regular Plan- Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns21.81%
LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
3Y Returns22.14%
DSP Large & Mid Cap Fund - Regular Growth
3Y Returns25.34%
Quant Large and Mid Cap Fund-Growth
3Y Returns23.94%
ITI Balanced Advantage Fund Regular - Growth
3Y Returns13.07%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns12.21%