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Sundaram Short Duration Fund Regular Growth vs Axis Short Term Fund compare

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tortoise-icon Sundaram Short Duration Fund Regular Growth

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tortoise-icon Axis Short Duration Fund - Regular Plan - Growth Option

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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 Axis Short Duration Fund - Regular Plan - Growth Option
Fund Sundaram Short Duration Fund Regular Growth Axis Short Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹217 Cr ₹8781 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹250 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 09 May 2003 22 Jan 2010
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 % 0.0%
Expense Ratio 1.14 0.89
Manager Dwijendra Srivastava Devang Shah
ISIN Code INF173K01BA3 INF846K01644
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Axis Short Duration Fund - Regular Plan - Growth Option
1 Month 1.41% 1.46%
6 Month 4.61% 5.01%
1 Year 9.32% 9.48%
3 Year 6.97% 7.12%
5 Year 7.71% 6.65%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth Axis Short Duration Fund - Regular Plan - Growth Option
6 Month 2.84% 3.08%
1 Year 9.76% 10.29%
3 Year 8.1% 8.3%
5 Year 6.88% 6.95%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Axis Short Duration Fund - Regular Plan - Growth Option
1 Year 7.04% 7.97%
3 Year 7.28% 8.11%
5 Year 7.81% 8%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth Axis Short Duration Fund - Regular Plan - Growth Option
Standard Deviation 1.013% 0.998%
Sharp -0.227% -0.16%
Beta 0.712% 0.814%
Alpha -0.204% -0.088%

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Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth Axis Short Duration Fund - Regular Plan - Growth Option
Name Dwijendra Srivastava Devang Shah
Total AUM ₹14140 Cr ₹60014 Cr
Funds Managed 14 15
Sundaram Short Duration Fund Regular Growth Axis Short Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

Axis Short Duration Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

Axis Short Duration Fund - Regular Plan - Growth Option

Others 100 100

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