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) | ₹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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