HDFC Short Term Debt Fund vs Sundaram Short Duration Fund Regular Growth compare
Sundaram Short Duration Fund Regular Growth
HDFC Short Term Debt Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Sundaram Short Duration Fund Regular Growth | HDFC Short Term Debt Fund - Growth Option |
|---|---|---|
| Fund | Sundaram Short Duration Fund Regular Growth | HDFC Short Term Debt Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹195 Cr | ₹17622 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹250 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 09 May 2003 | 25 Jun 2010 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Short duration Debt Index A-II | CRISIL Short Duration Fund BII Index |
| Turn Over | % | 9.03% |
| Expense Ratio | 1.14 | 0.74 |
| Manager | Dwijendra Srivastava | Anil Bamboli |
| ISIN Code | INF173K01BA3 | INF179K01CU6 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | HDFC Short Term Debt Fund - Growth Option |
|---|---|---|
| 1 Month | 0.48% | 0.63% |
| 6 Month | 2.9% | 3.38% |
| 1 Year | 7.7% | 8.27% |
| 3 Year | 7.54% | 7.96% |
| 5 Year | 5.79% | 6.21% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | HDFC Short Term Debt Fund - Growth Option |
|---|---|---|
| 6 Month | 1.29% | 1.49% |
| 1 Year | 6.98% | 7.7% |
| 3 Year | 7.62% | 8.1% |
| 5 Year | 6.85% | 7.24% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | HDFC Short Term Debt Fund - Growth Option |
|---|---|---|
| 1 Year | 7.19% | 8.5% |
| 3 Year | 7.29% | 8.18% |
| 5 Year | 7.78% | 8.26% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | HDFC Short Term Debt Fund - Growth Option |
|---|---|---|
| Standard Deviation | 1.01% | 0.90% |
| Sharp | 0.74% | 1.28% |
| Beta | 1.35% | 1.26% |
| Alpha | -0.64% | -0.16% |
Fund Managers
| Scheme Name | Sundaram Short Duration Fund Regular Growth | HDFC Short Term Debt Fund - Growth Option |
|---|---|---|
| Name | Dwijendra Srivastava | Anil Bamboli |
| Total AUM | ₹14140 Cr | ₹135442 Cr |
| Funds Managed | 14 | 12 |
| Sundaram Short Duration Fund Regular Growth | HDFC Short Term Debt Fund - Growth Option |
Market Cap
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
HDFC Short Term Debt Fund - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
HDFC Short Term Debt Fund - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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