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) | ₹217 Cr | ₹13523 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 | 1.02% | 1.06% |
6 Month | 4.81% | 5% |
1 Year | 9.29% | 9.27% |
3 Year | 7.33% | 7.31% |
5 Year | 7.56% | 6.1% |
SIP Return Analysis
Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
6 Month | 2.55% | 2.63% |
1 Year | 9.35% | 9.43% |
3 Year | 8.02% | 7.97% |
5 Year | 6.81% | 6.67% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
1 Year | 7.04% | 7.63% |
3 Year | 7.28% | 7.44% |
5 Year | 7.81% | 7.85% |
Risk Management
Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
Standard Deviation | 1.013% | 0.973% |
Sharp | -0.227% | -0.379% |
Beta | 0.712% | 0.773% |
Alpha | -0.204% | -0.266% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
3Y Returns24.45%
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
3Y Returns21.13%
Axis Growth Opportunities Fund - Regular Plan - Growth
3Y Returns20.51%
Quant Large and Mid Cap Fund-Growth
3Y Returns22.43%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns19.91%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns21.82%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns7.31%
Nippon India Short Term Fund-Growth Plan
3Y Returns7.45%