DSP Short Term Fund vs Sundaram Short Duration Fund Regular Growth compare
Sundaram Short Duration Fund Regular Growth
DSP Short Term Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Short Duration Fund Regular Growth | DSP Short Term Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Sundaram Short Duration Fund Regular Growth | DSP Short Term Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹195 Cr | ₹3698 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹250 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 09 May 2003 | 09 Sep 2002 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Short duration Debt Index A-II | CRISIL Short Duration Fund AII Index |
| Turn Over | % | 0.0% |
| Expense Ratio | 1.14 | 0.95 |
| Manager | Dwijendra Srivastava | Laukik Bagwe |
| ISIN Code | INF173K01BA3 | INF740K01656 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | DSP Short Term Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.57% | 0.59% |
| 6 Month | 3.19% | 3.3% |
| 1 Year | 7.73% | 7.8% |
| 3 Year | 7.49% | 7.33% |
| 5 Year | 5.8% | 5.54% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | DSP Short Term Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.29% | 1.3% |
| 1 Year | 6.98% | 7.12% |
| 3 Year | 7.62% | 7.56% |
| 5 Year | 6.85% | 6.65% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | DSP Short Term Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.31% | 6.97% |
| 3 Year | 7.41% | 6.87% |
| 5 Year | 7.8% | 7.13% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | DSP Short Term Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.01% | 0.99% |
| Sharp | 0.74% | 0.62% |
| Beta | 1.35% | 1.38% |
| Alpha | -0.64% | -0.83% |
Fund Managers
| Scheme Name | Sundaram Short Duration Fund Regular Growth | DSP Short Term Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Laukik Bagwe |
| Total AUM | ₹14140 Cr | ₹12579 Cr |
| Funds Managed | 14 | 10 |
| Sundaram Short Duration Fund Regular Growth | DSP Short Term Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
DSP Short Term Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
DSP Short Term Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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