Sundaram Short Duration Fund Regular Growth vs DSP Short Term Fund compare
Sundaram Short Duration Fund Regular Growth
DSP Short Term Fund - Regular Plan - Growth
Chart Comparison
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) | ₹195 Cr | ₹3698 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 | 1.14 | 0.95 |
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 | 0.71% | 0.82% |
6 Month | 3.19% | 3.22% |
1 Year | 7.78% | 7.84% |
3 Year | 7.59% | 7.42% |
5 Year | 5.81% | 5.54% |
SIP Return Analysis
Scheme Name | Sundaram Short Duration Fund Regular Growth | DSP Short Term Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.39% | 1.33% |
1 Year | 7.38% | 7.36% |
3 Year | 7.72% | 7.59% |
5 Year | 6.87% | 6.63% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | DSP Short Term Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.19% | 6.88% |
3 Year | 7.29% | 6.84% |
5 Year | 7.78% | 7.07% |
Risk Management
Scheme Name | Sundaram Short Duration Fund Regular Growth | DSP Short Term Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.02% | 1.00% |
Sharp | 0.65% | 0.47% |
Beta | 1.34% | 1.37% |
Alpha | -0.62% | -0.84% |
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 |
Funds Managed | 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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