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) | ₹215 Cr | ₹16453 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 | -0.02% | 0.09% |
6 Month | 4.16% | 4.56% |
1 Year | 8.16% | 8.38% |
3 Year | 7.3% | 7.33% |
5 Year | 5.8% | 5.81% |
SIP Return Analysis
Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Term Debt Fund - Regular Plan -Growth |
---|---|---|
6 Month | 1.58% | 1.74% |
1 Year | 7.77% | 8.39% |
3 Year | 7.81% | 7.95% |
5 Year | 6.81% | 6.83% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Term Debt Fund - Regular Plan -Growth |
---|---|---|
1 Year | 7.13% | 7.67% |
3 Year | 7.27% | 7.71% |
5 Year | 7.79% | 7.9% |
Risk Management
Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Term Debt Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 0.97% | 0.95% |
Sharp | 0.73% | 0.74% |
Beta | 1.09% | 1.14% |
Alpha | -0.28% | -0.33% |
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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