Mirae Asset Short Duration Fund vs Tata Short Term Bond Fund compare
Tata Short Term Bond Fund -Regular Plan- Growth Option
Mirae Asset Short Duration Fund- Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Mirae Asset Short Duration Fund- Regular Plan -Growth |
---|---|---|
Fund | Tata Short Term Bond Fund -Regular Plan- Growth Option | Mirae Asset Short Duration Fund- Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹3463 Cr | ₹938 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Aug 2002 | 16 Mar 2018 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Short Duration Fund AII Index | CRISIL Short Duration Debt A-II Index |
Turn Over | 0.0% | 116% |
Expense Ratio | 1.19 | 1.12 |
Manager | Murthy Nagarajan | Basant Bafna |
ISIN Code | INF277K01972 | 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 | Tata Short Term Bond Fund -Regular Plan- Growth Option | Mirae Asset Short Duration Fund- Regular Plan -Growth |
---|---|---|
1 Month | 0.18% | 0.22% |
6 Month | 3.78% | 4.25% |
1 Year | 7.09% | 7.68% |
3 Year | 6.91% | 7% |
5 Year | 5.42% | 5.58% |
SIP Return Analysis
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Mirae Asset Short Duration Fund- Regular Plan -Growth |
---|---|---|
6 Month | 0.95% | 1.14% |
1 Year | 6.55% | 7.22% |
3 Year | 7.13% | 7.45% |
5 Year | 6.26% | 6.46% |
Rolling Lumpsum Returns
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Mirae Asset Short Duration Fund- Regular Plan -Growth |
---|---|---|
1 Year | 7.23% | 6.5% |
3 Year | 7.01% | 5.28% |
5 Year | 7.65% | 5.87% |
Risk Management
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Mirae Asset Short Duration Fund- Regular Plan -Growth |
---|---|---|
Standard Deviation | 1.13% | 1.05% |
Sharp | 0.06% | 0.17% |
Beta | 1.28% | 1.21% |
Alpha | -0.86% | -0.70% |
Fund Managers
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Mirae Asset Short Duration Fund- Regular Plan -Growth |
---|---|---|
Name | Murthy Nagarajan | Basant Bafna |
Total AUM | ₹18015 Cr | ₹1022 Cr |
Funds Managed | 11 | 4 |
Tata Short Term Bond Fund -Regular Plan- Growth Option | Mirae Asset Short Duration Fund- Regular Plan -Growth |
Market Cap
Scheme Name |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
Mirae Asset Short Duration Fund- Regular Plan -Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
Mirae Asset Short Duration Fund- Regular Plan -Growth |
---|---|---|
Others | 100 | 100 |
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