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

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tortoise-icon Sundaram Short Duration Fund Regular Growth

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tortoise-icon DSP Short Term Fund - Regular Plan - Growth

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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 DSP Short Term Fund - Regular Plan - Growth
Fund Sundaram Short Duration Fund Regular Growth DSP Short Term Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹223 Cr ₹2829 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹250 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 09 May 2003 09 Sep 2002
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark Nifty Short duration Debt Index A-II CRISIL Short Duration Fund AII Index
Turn Over % 0.0%
Expense Ratio 0.83 0.96
Manager Dwijendra Srivastava Laukik Bagwe
ISIN Code INF173K01BA3 INF740K01656
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth DSP Short Term Fund - Regular Plan - Growth
1 Month 0.8% 0.8%
6 Month 3.97% 3.71%
1 Year 7.93% 7.72%
3 Year 6.31% 6.01%
5 Year 6.26% 5.82%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth DSP Short Term Fund - Regular Plan - Growth
6 Month - -
1 Year 6.52% 6.28%
3 Year 6.72% 6.45%
5 Year 6.14% 5.66%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth DSP Short Term Fund - Regular Plan - Growth
1 Year 7% 6.73%
3 Year 7.32% 6.84%
5 Year 7.82% 7.24%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth DSP Short Term Fund - Regular Plan - Growth
Standard Deviation 3.92% 1.11%
Sharp 0.5% -0.59%
Beta -0.1% 2.14%
Alpha 1.76% 3.64%

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Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth DSP Short Term Fund - Regular Plan - Growth
Name Dwijendra Srivastava Laukik Bagwe
Total AUM ₹14140 Cr ₹12579 Cr
Fund Manage 14 10
Sundaram Short Duration Fund Regular Growth DSP Short Term Fund - Regular Plan - Growth

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

DSP Short Term Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

DSP Short Term Fund - Regular Plan - Growth

Others 100 100

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