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) | ₹194 Cr | ₹4539 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 | 0.19% | 0.13% |
| 6 Month | 2.31% | 2.38% |
| 1 Year | 7.26% | 7.66% |
| 3 Year | 7.32% | 7.24% |
| 5 Year | 5.72% | 5.47% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.16% | 1.18% |
| 1 Year | 6.2% | 6.57% |
| 3 Year | 7.34% | 7.44% |
| 5 Year | 6.75% | 6.62% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.32% | 7.87% |
| 3 Year | 7.42% | 7.34% |
| 5 Year | 7.79% | 7.43% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.01% | 0.99% |
| Sharp | 0.68% | 0.66% |
| Beta | 1.37% | 1.42% |
| Alpha | -0.64% | -0.71% |
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 |
Top Comparisons
HDFC Long Duration Debt Fund - Growth Option
3Y Returns0%
SBI Long Duration Fund - Regular Plan - Growth
3Y Returns0%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns11.28%
BANDHAN Equity Savings Fund - Regular Plan - Growth
3Y Returns7.7%
HDFC Pharma and Healthcare Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
3Y Returns20.63%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%