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) | ₹214 Cr | ₹14733 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 | 0.33% | 0.36% |
6 Month | 4.9% | 5.21% |
1 Year | 9.17% | 9.29% |
3 Year | 7.49% | 7.49% |
5 Year | 7.25% | 5.86% |
SIP Return Analysis
Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Term Debt Fund - Regular Plan -Growth |
---|---|---|
6 Month | 2.25% | 2.42% |
1 Year | 8.97% | 9.41% |
3 Year | 8.08% | 8.15% |
5 Year | 6.87% | 6.86% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Term Debt Fund - Regular Plan -Growth |
---|---|---|
1 Year | 7.08% | 7.65% |
3 Year | 7.25% | 7.73% |
5 Year | 7.8% | 7.91% |
Risk Management
Scheme Name | Sundaram Short Duration Fund Regular Growth | SBI Short Term Debt Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | 0.99% | 0.94% |
Sharp | 0.74% | 0.80% |
Beta | 1.03% | 1.06% |
Alpha | -0.32% | -0.31% |
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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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