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) | ₹3392 Cr | ₹697 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹99 |
| 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 | 0.08% | 0.08% |
| 6 Month | 2.06% | 2.31% |
| 1 Year | 6.75% | 7.36% |
| 3 Year | 6.96% | 7.08% |
| 5 Year | 5.25% | 5.46% |
SIP Return Analysis
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Mirae Asset Short Duration Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 0.98% | 1.1% |
| 1 Year | 5.51% | 6.13% |
| 3 Year | 6.82% | 7.2% |
| 5 Year | 6.26% | 6.49% |
Rolling Lumpsum Returns
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Mirae Asset Short Duration Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 7.37% | 6.68% |
| 3 Year | 7.1% | 5.44% |
| 5 Year | 7.65% | 5.82% |
Risk Management
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Mirae Asset Short Duration Fund- Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 1.16% | 0.99% |
| Sharp | -0.58% | 0.48% |
| Beta | 2.21% | 1.40% |
| Alpha | 3.77% | -0.88% |
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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