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Sundaram Short Duration Fund Regular Growth vs HDFC Short Term Debt Fund compare

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tortoise-icon Sundaram Short Duration Fund Regular Growth

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tortoise-icon HDFC Short Term Debt Fund - Growth Option

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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 HDFC Short Term Debt Fund - Growth Option
Fund Sundaram Short Duration Fund Regular Growth HDFC Short Term Debt Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹204 Cr ₹18236 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹250 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 09 May 2003 25 Jun 2010
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark Nifty Short duration Debt Index A-II CRISIL Short Duration Fund BII Index
Turn Over % 9.03%
Expense Ratio 1.14 0.74
Manager Dwijendra Srivastava Anil Bamboli
ISIN Code INF173K01BA3 INF179K01CU6
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth HDFC Short Term Debt Fund - Growth Option
1 Month 0.41% 0.36%
6 Month 4.24% 4.53%
1 Year 7.66% 8.22%
3 Year 7.29% 7.61%
5 Year 5.91% 6.31%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth HDFC Short Term Debt Fund - Growth Option
6 Month 1.24% 1.35%
1 Year 7.25% 7.7%
3 Year 7.65% 8.03%
5 Year 6.76% 7.09%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth HDFC Short Term Debt Fund - Growth Option
1 Year 7.13% 8.5%
3 Year 7.27% 8.22%
5 Year 7.79% 8.26%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth HDFC Short Term Debt Fund - Growth Option
Standard Deviation 1.05% 0.96%
Sharp 0.48% 0.89%
Beta 1.16% 1.13%
Alpha -0.35% 0.01%

Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth HDFC Short Term Debt Fund - Growth Option
Name Dwijendra Srivastava Anil Bamboli
Total AUM ₹14140 Cr ₹135442 Cr
Funds Managed 14 12
Sundaram Short Duration Fund Regular Growth HDFC Short Term Debt Fund - Growth Option

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

HDFC Short Term Debt Fund - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

HDFC Short Term Debt Fund - Growth Option

Others 100 100

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