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HSBC Short Duration 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 HSBC Short Duration Fund - Regular 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 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) ₹204 Cr ₹4527 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 0.41% 0.34%
6 Month 4.24% 4.55%
1 Year 7.66% 8.11%
3 Year 7.29% 7.13%
5 Year 5.91% 5.66%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth HSBC Short Duration Fund - Regular Growth
6 Month 1.24% 1.33%
1 Year 7.25% 7.73%
3 Year 7.65% 7.69%
5 Year 6.76% 6.58%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth HSBC Short Duration Fund - Regular Growth
1 Year 7.13% 7.8%
3 Year 7.27% 7.33%
5 Year 7.79% 7.57%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth HSBC Short Duration Fund - Regular Growth
Standard Deviation 1.05% 1.07%
Sharp 0.48% 0.32%
Beta 1.16% 1.25%
Alpha -0.35% -0.57%

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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