- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Axis Short Term Fund vs Tata Short Term Bond Fund compare
Tata Short Term Bond Fund -Regular Plan- Growth Option
Axis Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹3392 Cr | ₹12708 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 Aug 2002 | 22 Jan 2010 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short Duration Fund AII Index | NIFTY Short Duration Debt Index B-II |
| Turn Over | 0.0% | 0.0% |
| Expense Ratio | 1.19 | 0.89 |
| Manager | Murthy Nagarajan | Devang Shah |
| ISIN Code | INF277K01972 | INF846K01644 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.13% | 0.2% |
| 6 Month | 1.68% | 2.33% |
| 1 Year | 6.62% | 7.91% |
| 3 Year | 6.78% | 7.46% |
| 5 Year | 5.26% | 5.99% |
SIP Return Analysis
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.86% | 1.13% |
| 1 Year | 4.69% | 6.08% |
| 3 Year | 6.58% | 7.57% |
| 5 Year | 6.18% | 6.96% |
Rolling Lumpsum Returns
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.35% | 8.1% |
| 3 Year | 7.09% | 7.91% |
| 5 Year | 7.65% | 7.94% |
Risk Management
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.16% | 1.02% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Murthy Nagarajan | Devang Shah |
| Total AUM | ₹18015 Cr | ₹60014 Cr |
| Funds Managed | 11 | 15 |
| Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
PGIM India Global Equity Opportunities Fund of Fund - Growth
3Y Returns21.13%
DSP US Specific Equity Omni FOF - Regular Plan - Growth
3Y Returns23.75%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns7.06%
Axis Corporate Bond Fund - Regular Plan Growth
3Y Returns7.43%
ICICI Prudential Global Stable Equity Fund (FOF) - Growth
3Y Returns11.31%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns20.72%
Kotak US Specific Equity Passive FOF - Regular Plan - Growth
3Y Returns34.53%
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns33.64%
