Mirae Asset Short Duration Fund vs Sundaram Short Duration Fund Regular Growth compare
Sundaram Short Duration Fund Regular Growth
Mirae Asset Short Duration Fund- Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Mirae Asset Short Duration Fund- Regular Plan -Growth |
|---|---|---|
| Fund | Sundaram Short Duration Fund Regular Growth | Mirae Asset Short Duration Fund- Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹195 Cr | ₹704 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹250 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 09 May 2003 | 16 Mar 2018 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Short duration Debt Index A-II | CRISIL Short Duration Debt A-II Index |
| Turn Over | % | 116% |
| Expense Ratio | 1.14 | 1.12 |
| Manager | Dwijendra Srivastava | Basant Bafna |
| ISIN Code | INF173K01BA3 | INF769K01DU2 |
| Exits Load | Data not available./365 | Mirae Asset Short Duration Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Mirae Asset Short Duration Fund- Regular Plan -Growth |
|---|---|---|
| 1 Month | 0.5% | 0.62% |
| 6 Month | 2.91% | 2.95% |
| 1 Year | 7.66% | 7.93% |
| 3 Year | 7.51% | 7.27% |
| 5 Year | 5.8% | 5.56% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Mirae Asset Short Duration Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 0.82% | 0.76% |
| 1 Year | 5.91% | 5.87% |
| 3 Year | 7.26% | 7.09% |
| 5 Year | 6.62% | 6.35% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Mirae Asset Short Duration Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 7.19% | 6.58% |
| 3 Year | 7.29% | 5.37% |
| 5 Year | 7.78% | 5.85% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Mirae Asset Short Duration Fund- Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 1.01% | 0.99% |
| Sharp | 0.74% | 0.53% |
| Beta | 1.35% | 1.37% |
| Alpha | -0.64% | -0.89% |
Fund Managers
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Mirae Asset Short Duration Fund- Regular Plan -Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Basant Bafna |
| Total AUM | ₹14140 Cr | ₹1022 Cr |
| Funds Managed | 14 | 4 |
| Sundaram Short Duration Fund Regular Growth | Mirae Asset Short Duration Fund- Regular Plan -Growth |
Market Cap
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Mirae Asset Short Duration Fund- Regular Plan -Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Mirae Asset Short Duration Fund- Regular Plan -Growth |
|---|---|---|
| Others | 100 | 100 |
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