- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
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
LIC MF Short Term Debt Fund Regular vs Sundaram Short Duration Fund Regular Growth compare
Sundaram Short Duration Fund Regular Growth
LIC MF Short Term Debt Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Short Duration Fund Regular Growth | LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| Fund | Sundaram Short Duration Fund Regular Growth | LIC MF Short Term Debt Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹204 Cr | ₹153 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹250 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 09 May 2003 | 01 Feb 2019 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Short duration Debt Index A-II | CRISIL Short Duration Fund BII Index |
| Turn Over | % | % |
| Expense Ratio | 1.14 | 1.32 |
| Manager | Dwijendra Srivastava | Marzban Irani |
| ISIN Code | INF173K01BA3 | INF767K01PT2 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.43% | 0.29% |
| 6 Month | 4.27% | 4.19% |
| 1 Year | 7.61% | 7.48% |
| 3 Year | 7.36% | 6.81% |
| 5 Year | 5.92% | 5.09% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.24% | 1.09% |
| 1 Year | 7.25% | 6.97% |
| 3 Year | 7.65% | 7.25% |
| 5 Year | 6.76% | 6.11% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| 1 Year | 7.13% | 5.99% |
| 3 Year | 7.27% | 4.39% |
| 5 Year | 7.79% | 5.22% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 1.05% | 1.17% |
| Sharp | 0.48% | -0.85% |
| Beta | 1.16% | 2.15% |
| Alpha | -0.35% | 3.31% |
Fund Managers
| Scheme Name | Sundaram Short Duration Fund Regular Growth | LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Marzban Irani |
| Total AUM | ₹14140 Cr | ₹1914 Cr |
| Funds Managed | 14 | 6 |
| Sundaram Short Duration Fund Regular Growth | LIC MF Short Term Debt Fund Regular - Growth |
Market Cap
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Bandhan Floater Fund Regular - Growth
3Y Returns7.4%
UTI - Floater Fund - Regular Plan - Growth Option
3Y Returns6.86%
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
3Y Returns0%
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.03%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns13.91%
HSBC Large Cap Fund - Regular Growth
3Y Returns14.72%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns16.02%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns17.09%
