- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
INVESCO INDIA SHORT DURATION FUND vs Sundaram Short Duration Fund Regular Growth compare
Sundaram Short Duration Fund Regular Growth
INVESCO INDIA SHORT DURATION FUND - Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Short Duration Fund Regular Growth | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| Fund | Sundaram Short Duration Fund Regular Growth | INVESCO INDIA SHORT DURATION FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹194 Cr | ₹936 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹250 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 09 May 2003 | 24 Mar 2007 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Short duration Debt Index A-II | NIFTY Short Duration Debt Index A-II |
| Turn Over | % | 0.0% |
| Expense Ratio | 1.14 | 1.05 |
| Manager | Dwijendra Srivastava | Krishna Venkat Cheemalapati |
| ISIN Code | INF173K01BA3 | INF205K01UN6 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| 1 Month | 0.58% | 0.58% |
| 6 Month | 2.52% | 2.61% |
| 1 Year | 7.79% | 8.1% |
| 3 Year | 7.44% | 7.32% |
| 5 Year | 5.74% | 5.35% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| 6 Month | 1.38% | 1.43% |
| 1 Year | 6.78% | 7.06% |
| 3 Year | 7.55% | 7.6% |
| 5 Year | 6.84% | 6.62% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| 1 Year | 7.32% | 7.59% |
| 3 Year | 7.43% | 7.15% |
| 5 Year | 7.8% | 7.53% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| Standard Deviation | 1.01% | 1.05% |
| Sharp | 0.74% | 0.58% |
| Beta | 1.35% | 1.42% |
| Alpha | -0.64% | -0.86% |
Fund Managers
| Scheme Name | Sundaram Short Duration Fund Regular Growth | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Krishna Venkat Cheemalapati |
| Total AUM | ₹14140 Cr | ₹24743 Cr |
| Funds Managed | 14 | 19 |
| Sundaram Short Duration Fund Regular Growth | INVESCO INDIA SHORT DURATION FUND - Growth |
Market Cap
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns17.08%
HDFC Nifty 50 Index Fund - Growth Plan
3Y Returns13.09%
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option
3Y Returns6.67%
UTI Medium to Long Duration Fund- Regular Plan - Growth
3Y Returns7%
HDFC Multi Cap Fund - Growth Option
3Y Returns20.2%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns18.39%
PGIM India Arbitrage Fund - Regular Plan - Growth
3Y Returns6.63%
Mirae Asset Arbitrage Fund Regular Growth
3Y Returns6.94%
