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) | ₹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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