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) | ₹218 Cr | ₹10497 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 | 0.45% | 0.58% |
6 Month | 4.58% | 4.79% |
1 Year | 8.75% | 8.85% |
3 Year | 7.46% | 7.53% |
5 Year | 5.78% | 6.44% |
SIP Return Analysis
Scheme Name | Sundaram Short Duration Fund Regular Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
6 Month | 2.09% | 2.19% |
1 Year | 8.79% | 9.13% |
3 Year | 8.08% | 8.22% |
5 Year | 6.93% | 7.16% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
1 Year | 7.13% | 7.24% |
3 Year | 7.27% | 7.53% |
5 Year | 7.79% | 7.89% |
Risk Management
Scheme Name | Sundaram Short Duration Fund Regular Growth | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 0.97% | 0.95% |
Sharp | 0.74% | 0.95% |
Beta | 1.03% | 1.10% |
Alpha | -0.33% | -0.21% |
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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 |
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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