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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) ₹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

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