HSBC Short Duration Fund vs Sundaram Short Duration Fund Regular Growth compare
Sundaram Short Duration Fund Regular Growth
HSBC Short Duration Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Sundaram Short Duration Fund Regular Growth | HSBC Short Duration Fund - Regular Growth |
---|---|---|
Fund | Sundaram Short Duration Fund Regular Growth | HSBC Short Duration Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹218 Cr | ₹4644 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹250 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 09 May 2003 | 27 Dec 2011 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Short duration Debt Index A-II | NIFTY Short Duration Debt Index B-II |
Turn Over | % | 54% |
Expense Ratio | 1.14 | 0.75 |
Manager | Dwijendra Srivastava | Jalpan Shah |
ISIN Code | INF173K01BA3 | INF917K01CL8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | HSBC Short Duration Fund - Regular Growth |
---|---|---|
1 Month | 0.5% | 0.55% |
6 Month | 4.55% | 4.91% |
1 Year | 8.75% | 8.76% |
3 Year | 7.46% | 7.26% |
5 Year | 5.8% | 5.55% |
SIP Return Analysis
Scheme Name | Sundaram Short Duration Fund Regular Growth | HSBC Short Duration Fund - Regular Growth |
---|---|---|
6 Month | 2.09% | 2.25% |
1 Year | 8.79% | 9.29% |
3 Year | 8.08% | 8.1% |
5 Year | 6.93% | 6.73% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | HSBC Short Duration Fund - Regular Growth |
---|---|---|
1 Year | 7.08% | 7.76% |
3 Year | 7.25% | 7.34% |
5 Year | 7.8% | 7.59% |
Risk Management
Scheme Name | Sundaram Short Duration Fund Regular Growth | HSBC Short Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.97% | 1.02% |
Sharp | 0.74% | 0.55% |
Beta | 1.03% | 1.16% |
Alpha | -0.33% | -0.62% |
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Fund Managers
Scheme Name | Sundaram Short Duration Fund Regular Growth | HSBC Short Duration Fund - Regular Growth |
---|---|---|
Name | Dwijendra Srivastava | Jalpan Shah |
Total AUM | ₹14140 Cr | ₹16521 Cr |
Funds Managed | 14 | 6 |
Sundaram Short Duration Fund Regular Growth | HSBC Short Duration Fund - Regular Growth |
Market Cap
Scheme Name |
Sundaram Short Duration Fund Regular Growth |
HSBC Short Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Sundaram Short Duration Fund Regular Growth |
HSBC Short Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
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