Nippon India Short Term Fund vs Sundaram Short Duration Fund Regular Growth compare
Sundaram Short Duration Fund Regular Growth
Nippon India Short Duration Fund-Growth Plan
Chart Comparison
Overview
Scheme Name | Sundaram Short Duration Fund Regular Growth | Nippon India Short Duration Fund-Growth Plan |
---|---|---|
Fund | Sundaram Short Duration Fund Regular Growth | Nippon India Short Duration Fund-Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Average |
Asset Size (Cr) | ₹204 Cr | ₹8935 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹250 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 09 May 2003 | 23 Dec 2002 |
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 | % | 0.0% |
Expense Ratio | 1.14 | 0.93 |
Manager | Dwijendra Srivastava | Sushil Budhia |
ISIN Code | INF173K01BA3 | INF204K01FL4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | Nippon India Short Duration Fund-Growth Plan |
---|---|---|
1 Month | 0.41% | 0.26% |
6 Month | 4.24% | 4.6% |
1 Year | 7.66% | 8.36% |
3 Year | 7.29% | 7.39% |
5 Year | 5.91% | 6.23% |
SIP Return Analysis
Scheme Name | Sundaram Short Duration Fund Regular Growth | Nippon India Short Duration Fund-Growth Plan |
---|---|---|
6 Month | 1.24% | 1.3% |
1 Year | 7.25% | 7.77% |
3 Year | 7.65% | 7.93% |
5 Year | 6.76% | 6.93% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | Nippon India Short Duration Fund-Growth Plan |
---|---|---|
1 Year | 7.13% | 7.37% |
3 Year | 7.27% | 7.66% |
5 Year | 7.79% | 8.11% |
Risk Management
Scheme Name | Sundaram Short Duration Fund Regular Growth | Nippon India Short Duration Fund-Growth Plan |
---|---|---|
Standard Deviation | 1.05% | 1.10% |
Sharp | 0.48% | 0.55% |
Beta | 1.16% | 1.32% |
Alpha | -0.35% | -0.36% |
Fund Managers
Scheme Name | Sundaram Short Duration Fund Regular Growth | Nippon India Short Duration Fund-Growth Plan |
---|---|---|
Name | Dwijendra Srivastava | Sushil Budhia |
Total AUM | ₹14140 Cr | ₹29447 Cr |
Funds Managed | 14 | 11 |
Sundaram Short Duration Fund Regular Growth | Nippon India Short Duration Fund-Growth Plan |
Market Cap
Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Nippon India Short Duration Fund-Growth Plan |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Nippon India Short Duration Fund-Growth Plan |
---|---|---|
Others | 100 | 100 |
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