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) | ₹194 Cr | ₹18412 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 | 0.2% | 0.15% |
| 6 Month | 2.55% | 2.8% |
| 1 Year | 7.42% | 7.91% |
| 3 Year | 7.36% | 7.75% |
| 5 Year | 5.74% | 6.12% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | HDFC Short Term Debt Fund - Growth Option |
|---|---|---|
| 6 Month | 1.2% | 1.3% |
| 1 Year | 6.01% | 6.52% |
| 3 Year | 7.32% | 7.74% |
| 5 Year | 6.76% | 7.12% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | HDFC Short Term Debt Fund - Growth Option |
|---|---|---|
| 1 Year | 7.32% | 8.47% |
| 3 Year | 7.42% | 8.08% |
| 5 Year | 7.79% | 8.24% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | HDFC Short Term Debt Fund - Growth Option |
|---|---|---|
| Standard Deviation | 1.01% | 0.90% |
| Sharp | 0.68% | 1.23% |
| Beta | 1.37% | 1.28% |
| Alpha | -0.64% | -0.14% |
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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