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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) | ₹3507 Cr | ₹11760 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| 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 | -0.08% | 0.16% |
| 6 Month | 3.95% | 4.76% |
| 1 Year | 7.5% | 8.73% |
| 3 Year | 6.82% | 7.47% |
| 5 Year | 5.35% | 6.08% |
SIP Return Analysis
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.37% | 1.87% |
| 1 Year | 7.32% | 8.79% |
| 3 Year | 7.37% | 8.19% |
| 5 Year | 6.36% | 7.06% |
Rolling Lumpsum Returns
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.23% | 8.02% |
| 3 Year | 7.01% | 8.01% |
| 5 Year | 7.65% | 7.97% |
Risk Management
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.05% | 0.98% |
| Sharp | 0.28% | 0.88% |
| Beta | 1.20% | 1.18% |
| Alpha | -0.80% | -0.21% |
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 |
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