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Sundaram Short Duration Fund Regular Growth vs Aditya Birla Sun Life Short Term Fund compare

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tortoise-icon Sundaram Short Duration Fund Regular Growth

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tortoise-icon Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Fund Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹223 Cr ₹8924 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹250 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 09 May 2003 09 May 2003
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark Nifty Short duration Debt Index A-II NIFTY Short Duration Debt Index B-II
Turn Over % 78%
Expense Ratio 0.83 1.01
Manager Dwijendra Srivastava Dhaval Joshi
ISIN Code INF173K01BA3 INF209K01942
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Month 0.7% 0.68%
6 Month 3.95% 3.82%
1 Year 7.94% 7.89%
3 Year 6.22% 6.45%
5 Year 6.11% 6.67%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
6 Month - -
1 Year 7.84% 7.74%
3 Year 7.21% 7.28%
5 Year 6.37% 6.59%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Year 7.04% 7.11%
3 Year 7.28% 7.54%
5 Year 7.81% 8.01%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Standard Deviation 3.92% 0.99%
Sharp 0.5% 0.06%
Beta -0.1% 1.74%
Alpha 1.76% 3.54%

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Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Name Dwijendra Srivastava Dhaval Joshi
Total AUM ₹14140 Cr ₹361932 Cr
Fund Manage 14 55
Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Others 100 100.07

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Others 100 4.03
Sovereign - 31.81
Energy - 0.9
Construction - 9.39
Financial - 49.15
Services - 0.34
Communication - 4.45

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