- 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
Kotak Bond Short Term Plan vs Sundaram Short Duration Fund Regular Growth compare
Sundaram Short Duration Fund Regular Growth
Kotak Bond Short Term Plan-(Growth)
Chart Comparison
Overview
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| Fund | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹194 Cr | ₹18310 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹250 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 09 May 2003 | 02 May 2002 |
| 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 | % | 0.0% |
| Expense Ratio | 1.14 | 1.12 |
| Manager | Dwijendra Srivastava | Abhishek Bisen |
| ISIN Code | INF173K01BA3 | INF174K01ES7 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| 1 Month | 0.52% | 0.52% |
| 6 Month | 2.46% | 2.34% |
| 1 Year | 7.46% | 7.48% |
| 3 Year | 7.41% | 7.22% |
| 5 Year | 5.75% | 5.58% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| 6 Month | 1.5% | 1.47% |
| 1 Year | 6.88% | 6.86% |
| 3 Year | 7.59% | 7.5% |
| 5 Year | 6.86% | 6.68% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| 1 Year | 7.32% | 7.34% |
| 3 Year | 7.43% | 7.43% |
| 5 Year | 7.79% | 7.91% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| Standard Deviation | 1.01% | 1.12% |
| Sharp | 0.74% | -0.44% |
| Beta | 1.35% | 2.01% |
| Alpha | -0.64% | 3.54% |
Fund Managers
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| Name | Dwijendra Srivastava | Abhishek Bisen |
| Total AUM | ₹14140 Cr | ₹0 Cr |
| Funds Managed | 14 | 33 |
| Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
Market Cap
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Nippon India Short Duration Fund-Growth Plan
3Y Returns7.66%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.49%
Bandhan Aggressive Hybrid Fund - Growth
3Y Returns15.07%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns14.96%
HDFC Dividend Yield Fund - Growth Plan
3Y Returns17.06%
SBI Dividend Yield Fund - Regular Plan - Growth
3Y Returns0%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns19.08%
Axis Quant Fund - Regular Plan - Growth
3Y Returns12.72%
