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DSP Short Term Fund vs Sundaram Short Duration Fund Regular Growth compare

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tortoise-icon Sundaram Short Duration Fund Regular Growth

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tortoise-icon DSP Short Term Fund - Regular Plan - Growth

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Chart Comparison

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

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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