Sundaram Short Duration Fund Regular Growth vs Aditya Birla Sun Life Short Term Fund compare
Sundaram Short Duration Fund Regular Growth
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Chart Comparison
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) | ₹195 Cr | ₹10696 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 | 1.14 | 0.95 |
| 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 | 0.5% | 0.73% |
| 6 Month | 2.91% | 3.17% |
| 1 Year | 7.66% | 8.13% |
| 3 Year | 7.51% | 7.63% |
| 5 Year | 5.8% | 6.17% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 1.35% | 1.46% |
| 1 Year | 7.23% | 7.63% |
| 3 Year | 7.67% | 7.86% |
| 5 Year | 6.85% | 7.07% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.19% | 7.28% |
| 3 Year | 7.29% | 7.52% |
| 5 Year | 7.78% | 7.84% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 1.02% | 0.96% |
| Sharp | 0.65% | 0.74% |
| Beta | 1.34% | 1.27% |
| Alpha | -0.62% | -0.52% |
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 |
| Funds Managed | 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 |
Sector Allocation
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
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