- 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
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) | ₹195 Cr | ₹151 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 | 0.5% | 0.48% |
| 6 Month | 2.91% | 2.82% |
| 1 Year | 7.66% | 7.5% |
| 3 Year | 7.51% | 7.04% |
| 5 Year | 5.8% | 5.03% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.82% | 0.71% |
| 1 Year | 5.91% | 5.73% |
| 3 Year | 7.26% | 6.93% |
| 5 Year | 6.62% | 6.03% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| 1 Year | 7.19% | 6.05% |
| 3 Year | 7.29% | 4.42% |
| 5 Year | 7.78% | 5.2% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 1.01% | 1.17% |
| Sharp | 0.74% | -0.85% |
| Beta | 1.35% | 2.15% |
| Alpha | -0.64% | 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
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns22.06%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns17.56%
Franklin India Mid Cap Fund - Growth
3Y Returns21.65%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns23.59%
DSP US Specific Equity Omni FOF - Regular Plan - Growth
3Y Returns23.14%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns38.59%
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns23.52%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns24.41%
