Sundaram Short Duration Fund Regular Growth vs HDFC Short Term Debt Fund compare
Sundaram Short Duration Fund Regular Growth
HDFC Short Term Debt Fund - Growth Option
Chart Comparison
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) | ₹217 Cr | ₹14110 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 | 1.41% | 1.39% |
6 Month | 4.67% | 4.8% |
1 Year | 9.35% | 9.47% |
3 Year | 6.98% | 7.34% |
5 Year | 6.45% | 7.03% |
SIP Return Analysis
Scheme Name | Sundaram Short Duration Fund Regular Growth | HDFC Short Term Debt Fund - Growth Option |
---|---|---|
6 Month | 2.84% | 2.93% |
1 Year | 9.76% | 9.98% |
3 Year | 8.1% | 8.44% |
5 Year | 6.88% | 7.12% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | HDFC Short Term Debt Fund - Growth Option |
---|---|---|
1 Year | 7.04% | 8.48% |
3 Year | 7.28% | 8.4% |
5 Year | 7.81% | 8.3% |
Risk Management
Scheme Name | Sundaram Short Duration Fund Regular Growth | HDFC Short Term Debt Fund - Growth Option |
---|---|---|
Standard Deviation | 1.013% | 0.99% |
Sharp | -0.227% | 0.031% |
Beta | 0.712% | 0.804% |
Alpha | -0.204% | 0.077% |
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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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