- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Short Duration Fund Regular Growth vs SBI Short Horizon Debt Fund compare
Sundaram Short Duration Fund Regular Growth
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
|---|---|---|
| Fund | Sundaram Short Duration Fund Regular Growth | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹195 Cr | ₹16277 Cr |
| Min Investment | ₹5000 | ₹10000 |
| Min SIP Invesment | ₹250 | ₹500 |
| Min Addl Investment | ₹500 | ₹5000 |
| Launch Date | 09 May 2003 | 27 Jul 2007 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Short duration Debt Index A-II | BSE India Bond Index |
| Turn Over | % | 0.0% |
| Expense Ratio | 1.14 | 0.85 |
| Manager | Dwijendra Srivastava | Pradeep Kesavan |
| ISIN Code | INF173K01BA3 | INF200K01IG6 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
|---|---|---|
| 1 Month | 0.75% | 0.8% |
| 6 Month | 3.29% | 3.61% |
| 1 Year | 7.64% | 8.16% |
| 3 Year | 7.58% | 7.67% |
| 5 Year | 5.82% | 5.8% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
|---|---|---|
| 6 Month | 1.34% | 1.49% |
| 1 Year | 7.32% | 7.96% |
| 3 Year | 7.69% | 7.89% |
| 5 Year | 6.84% | 6.9% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
|---|---|---|
| 1 Year | 7.19% | 7.71% |
| 3 Year | 7.29% | 7.42% |
| 5 Year | 7.78% | 7.81% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
|---|---|---|
| Standard Deviation | 1.02% | 0.96% |
| Sharp | 0.65% | 0.76% |
| Beta | 1.34% | 1.34% |
| Alpha | -0.62% | -0.56% |
Fund Managers
| Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Pradeep Kesavan |
| Total AUM | ₹14140 Cr | ₹434274 Cr |
| Funds Managed | 14 | 43 |
| Sundaram Short Duration Fund Regular Growth | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
Market Cap
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Franklin India Large & Mid Cap Fund - Growth Plan
3Y Returns17.54%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns16.82%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns23.09%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns23.24%
HDFC Hybrid Debt Fund - Growth Plan
3Y Returns10.84%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns6.8%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.72%
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
3Y Returns7.48%
