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) | ₹195 Cr | ₹8851 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 | 0.5% | 0.69% |
| 6 Month | 2.91% | 3.34% |
| 1 Year | 7.66% | 8.45% |
| 3 Year | 7.51% | 7.76% |
| 5 Year | 5.8% | 6.14% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Nippon India Short Duration Fund-Growth Plan |
|---|---|---|
| 6 Month | 0.83% | 0.88% |
| 1 Year | 5.99% | 6.51% |
| 3 Year | 7.29% | 7.61% |
| 5 Year | 6.64% | 6.83% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Nippon India Short Duration Fund-Growth Plan |
|---|---|---|
| 1 Year | 7.19% | 7.38% |
| 3 Year | 7.29% | 7.65% |
| 5 Year | 7.78% | 8.09% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Nippon India Short Duration Fund-Growth Plan |
|---|---|---|
| Standard Deviation | 1.01% | 1.02% |
| Sharp | 0.74% | 0.97% |
| Beta | 1.35% | 1.44% |
| Alpha | -0.64% | -0.51% |
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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