- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Short Term Debt Fund vs Sundaram Short Duration Fund Regular Growth compare
Sundaram Short Duration Fund Regular Growth
SBI Short Term Debt Fund - Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| Fund | Sundaram Short Duration Fund Regular Growth | SBI Short Term Debt Fund - Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹194 Cr | ₹17716 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹250 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 09 May 2003 | 27 Jul 2007 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Short duration Debt Index A-II | CRISIL Short Duration Fund AII Index |
| Turn Over | % | 0.0% |
| Expense Ratio | 1.14 | 0.85 |
| Manager | Dwijendra Srivastava | Pradeep Kesavan |
| ISIN Code | INF173K01BA3 | INF200K01HZ8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | 0.17% | 0.14% |
| 6 Month | 2.41% | 2.62% |
| 1 Year | 7.27% | 7.77% |
| 3 Year | 7.33% | 7.4% |
| 5 Year | 5.73% | 5.69% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 1.16% | 1.24% |
| 1 Year | 6.2% | 6.72% |
| 3 Year | 7.34% | 7.55% |
| 5 Year | 6.75% | 6.82% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 7.32% | 7.49% |
| 3 Year | 7.43% | 7.46% |
| 5 Year | 7.79% | 7.68% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 1.01% | 1.02% |
| Sharp | 0.68% | -0.34% |
| Beta | 1.37% | 1.98% |
| Alpha | -0.64% | 3.63% |
Fund Managers
| Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Pradeep Kesavan |
| Total AUM | ₹14140 Cr | ₹434274 Cr |
| Funds Managed | 14 | 43 |
| Sundaram Short Duration Fund Regular Growth | SBI Short Term Debt Fund - Regular Plan -Growth |
Market Cap
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns19%
DSP Banking & Financial Services Fund - Reg (G)
3Y Returns0%
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
3Y Returns15.18%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns14.72%
HDFC Hybrid Equity Fund - Growth Plan
3Y Returns11.38%
PGIM India Aggressive Hybrid Equity Fund - Growth Option
3Y Returns11.13%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns20.34%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns15.4%
