Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Diwali Decoration Items Diwali Decoration Items

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

Link copied to clipboard!

tortoise-icon Sundaram Short Duration Fund Regular Growth

Invest Now

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

Invest Now

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) ₹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

Top Comparisons

ITI Dynamic Bond Fund Regular - Growth ITI Dynamic Bond Fund Regular - Growth

3Y Returns6.41%

VS

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns7.28%

Compare Now

WhiteOak Capital Large Cap Fund Regular Plan Growth WhiteOak Capital Large Cap Fund Regular Plan Growth

3Y Returns0%

VS

HSBC Large Cap Fund - Regular Growth HSBC Large Cap Fund - Regular Growth

3Y Returns15.39%

Compare Now

Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth

3Y Returns14.26%

VS

LIC Nifty Next 50 Index Fund Growth LIC Nifty Next 50 Index Fund Growth

3Y Returns17.54%

Compare Now

SBI Conservative Hybrid Fund - Regular Plan - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth

3Y Returns10.14%

VS

LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Growth

3Y Returns6.79%

Compare Now
Add to Cart Successfully