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Aditya Birla Sun Life Short Term Fund vs Tata Short Term Bond Fund compare

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

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tortoise-icon Tata Short Term Bond Fund -Regular Plan- Growth Option

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Chart Comparison

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

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) ₹11363 Cr ₹3392 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 0.16% 0.11%
6 Month 2.69% 1.99%
1 Year 7.77% 6.75%
3 Year 7.5% 6.95%
5 Year 6.09% 5.23%

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 1.3% 0.94%
1 Year 6.29% 4.96%
3 Year 7.52% 6.68%
5 Year 7% 6.23%

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 7.45% 7.35%
3 Year 7.55% 7.09%
5 Year 7.82% 7.65%

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 0.99% 1.16%
Sharp 0.06% -0.58%
Beta 1.74% 2.21%
Alpha 3.54% 3.77%

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 99.93 100

Sector Allocation

Scheme Name

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

Tata Short Term Bond Fund -Regular Plan- Growth Option

Others 99.93 99.96
Transport Infrastructure - 0.04

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