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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) ₹195 Cr ₹12201 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 0.7% 0.78%
6 Month 3.35% 3.81%
1 Year 7.67% 8.54%
3 Year 7.56% 7.81%
5 Year 5.84% 6.08%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth Axis Short Duration Fund - Regular Plan - Growth Option
6 Month 1.34% 1.54%
1 Year 7.32% 8.24%
3 Year 7.69% 8.12%
5 Year 6.84% 7.12%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Axis Short Duration Fund - Regular Plan - Growth Option
1 Year 7.19% 8.04%
3 Year 7.29% 7.97%
5 Year 7.78% 7.96%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth Axis Short Duration Fund - Regular Plan - Growth Option
Standard Deviation 1.02% 0.97%
Sharp 0.65% 0.88%
Beta 1.34% 1.34%
Alpha -0.62% -0.43%

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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