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Sundaram Short Duration Fund Regular Growth vs Axis Short Term Fund compare
Sundaram Short Duration Fund Regular Growth
Axis Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹194 Cr | ₹12346 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹250 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| 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 | 0.53% | 0.59% |
| 6 Month | 2.45% | 2.94% |
| 1 Year | 7.73% | 8.5% |
| 3 Year | 7.42% | 7.7% |
| 5 Year | 5.73% | 6.02% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.5% | 1.66% |
| 1 Year | 6.88% | 7.73% |
| 3 Year | 7.59% | 8.05% |
| 5 Year | 6.86% | 7.16% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.32% | 8.1% |
| 3 Year | 7.43% | 7.93% |
| 5 Year | 7.8% | 7.95% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.01% | 1.02% |
| Sharp | 0.74% | -0.17% |
| Beta | 1.35% | 1.93% |
| Alpha | -0.64% | 3.69% |
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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