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Sundaram Short Duration Fund Regular Growth vs SBI Short Horizon Debt Fund compare

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tortoise-icon Sundaram Short Duration Fund Regular Growth

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tortoise-icon SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

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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 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 1.41% 1.45%
6 Month 4.61% 4.8%
1 Year 9.32% 9.27%
3 Year 6.97% 6.92%
5 Year 7.71% 6.23%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
6 Month 2.84% 2.97%
1 Year 9.76% 9.95%
3 Year 8.1% 8.09%
5 Year 6.88% 6.72%

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%

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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

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