- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
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
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) | ₹204 Cr | ₹3759 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 | 0.41% | 0.18% |
| 6 Month | 4.24% | 4.27% |
| 1 Year | 7.66% | 7.79% |
| 3 Year | 7.29% | 7.04% |
| 5 Year | 5.91% | 5.66% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | DSP Short Term Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.24% | 1.17% |
| 1 Year | 7.25% | 7.19% |
| 3 Year | 7.65% | 7.5% |
| 5 Year | 6.76% | 6.5% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | DSP Short Term Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.13% | 6.86% |
| 3 Year | 7.27% | 6.83% |
| 5 Year | 7.79% | 7.09% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | DSP Short Term Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.05% | 1.07% |
| Sharp | 0.48% | 0.25% |
| Beta | 1.16% | 1.27% |
| Alpha | -0.35% | -0.66% |
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 |
Top Comparisons
HDFC Income Fund - Growth Option
3Y Returns6.76%
HSBC Medium to Long Duration Fund - Regular Growth
3Y Returns6.13%
ITI Balanced Advantage Fund Regular - Growth
3Y Returns11.47%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns11.16%
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
3Y Returns7.83%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns10.3%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns8.89%
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
3Y Returns7.98%
