Sundaram Short Duration Fund Regular Growth vs SBI Short Term Debt Fund compare
Sundaram Short Duration Fund Regular Growth
SBI Short Term Debt Fund - Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| Fund | Sundaram Short Duration Fund Regular Growth | SBI Short Term Debt Fund - Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹194 Cr | ₹17716 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹250 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| 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 | CRISIL Short Duration Fund AII Index |
| Turn Over | % | 0.0% |
| Expense Ratio | 1.14 | 0.85 |
| Manager | Dwijendra Srivastava | Pradeep Kesavan |
| ISIN Code | INF173K01BA3 | INF200K01HZ8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | 0.14% | 0.06% |
| 6 Month | 2.52% | 2.67% |
| 1 Year | 7.41% | 7.88% |
| 3 Year | 7.34% | 7.4% |
| 5 Year | 5.74% | 5.7% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 1.2% | 1.21% |
| 1 Year | 6.01% | 6.34% |
| 3 Year | 7.32% | 7.48% |
| 5 Year | 6.76% | 6.81% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 7.32% | 7.49% |
| 3 Year | 7.42% | 7.46% |
| 5 Year | 7.79% | 7.67% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 1.01% | 1.02% |
| Sharp | 0.68% | -0.34% |
| Beta | 1.37% | 1.98% |
| Alpha | -0.64% | 3.63% |
Fund Managers
| Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Pradeep Kesavan |
| Total AUM | ₹14140 Cr | ₹434274 Cr |
| Funds Managed | 14 | 43 |
| Sundaram Short Duration Fund Regular Growth | SBI Short Term Debt Fund - Regular Plan -Growth |
Market Cap
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| Others | 100 | 100 |
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