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Sundaram Short Duration Fund Regular Growth vs Tata Short Term Bond Fund compare

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tortoise-icon Sundaram Short Duration Fund Regular Growth

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tortoise-icon Tata Short Term Bond Fund -Regular Plan- Growth Option

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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 Tata Short Term Bond Fund -Regular Plan- Growth Option
Fund Sundaram Short Duration Fund Regular Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹217 Cr ₹2720 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹250 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 09 May 2003 09 Aug 2002
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 1.19
Manager Dwijendra Srivastava Murthy Nagarajan
ISIN Code INF173K01BA3 INF277K01972
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
1 Month 0.96% 0.86%
6 Month 4.95% 4.92%
1 Year 9.44% 8.91%
3 Year 7.4% 7.06%
5 Year 7.55% 5.89%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
6 Month 2.99% 2.93%
1 Year 10.18% 9.82%
3 Year 8.3% 7.93%
5 Year 6.99% 6.52%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
1 Year 7.04% 7.14%
3 Year 7.28% 7.01%
5 Year 7.81% 7.67%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
Standard Deviation 1.013% 1.085%
Sharp -0.227% -0.631%
Beta 0.712% 0.854%
Alpha -0.204% -0.547%

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Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
Name Dwijendra Srivastava Murthy Nagarajan
Total AUM ₹14140 Cr ₹18015 Cr
Funds Managed 14 11
Sundaram Short Duration Fund Regular Growth Tata Short Term Bond Fund -Regular Plan- Growth Option

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

Tata Short Term Bond Fund -Regular Plan- Growth Option

Others 100 100

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

Tata Short Term Bond Fund -Regular Plan- Growth Option

Others 100 100

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