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) | ₹194 Cr | ₹9796 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 | 0.25% | 0.12% |
| 6 Month | 2.42% | 2.56% |
| 1 Year | 7.31% | 7.88% |
| 3 Year | 7.35% | 7.54% |
| 5 Year | 5.73% | 6.04% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Nippon India Short Duration Fund-Growth Plan |
|---|---|---|
| 6 Month | 1.2% | 1.2% |
| 1 Year | 6.01% | 6.37% |
| 3 Year | 7.32% | 7.64% |
| 5 Year | 6.76% | 6.94% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Nippon India Short Duration Fund-Growth Plan |
|---|---|---|
| 1 Year | 7.32% | 7.62% |
| 3 Year | 7.42% | 7.68% |
| 5 Year | 7.79% | 8.03% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Nippon India Short Duration Fund-Growth Plan |
|---|---|---|
| Standard Deviation | 1.01% | 1.15% |
| Sharp | 0.68% | -0.23% |
| Beta | 1.37% | 2.11% |
| Alpha | -0.64% | 3.97% |
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 |
Top Comparisons
SBI Children's Fund - Savings Plan - Regular Plan - Growth
3Y Returns12.31%
LIC MF Children's Gift Fund-Growth
3Y Returns11.19%
Bandhan Gilt Fund - Regular Plan - Growth
3Y Returns6.97%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns6.34%
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns7.65%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns6.94%
Kotak Focused Fund- Regular plan _ Growth Option
3Y Returns17.29%
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns21.38%