Tata Short Term Bond Fund vs Aditya Birla Sun Life Short Term Fund compare
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Tata Short Term Bond Fund -Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Tata Short Term Bond Fund -Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹11363 Cr | ₹3392 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹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 B-II | CRISIL Short Duration Fund AII Index |
| Turn Over | 78% | 0.0% |
| Expense Ratio | 0.95 | 1.19 |
| Manager | Dhaval Joshi | Murthy Nagarajan |
| ISIN Code | INF209K01942 | INF277K01972 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 0.18% | 0.08% |
| 6 Month | 2.76% | 2.06% |
| 1 Year | 7.76% | 6.75% |
| 3 Year | 7.52% | 6.96% |
| 5 Year | 6.12% | 5.25% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.4% | 0.98% |
| 1 Year | 6.91% | 5.51% |
| 3 Year | 7.66% | 6.82% |
| 5 Year | 7.03% | 6.26% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 7.43% | 7.37% |
| 3 Year | 7.55% | 7.1% |
| 5 Year | 7.83% | 7.65% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 0.96% | 1.05% |
| Sharp | 0.91% | 0.33% |
| Beta | 1.35% | 1.41% |
| Alpha | -0.43% | -1.02% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Murthy Nagarajan |
| Total AUM | ₹361932 Cr | ₹18015 Cr |
| Funds Managed | 55 | 11 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Tata Short Term Bond Fund -Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Others | 100 | 100 |
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