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) | ₹8141 Cr | ₹2720 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 | 1.42% | 1.35% |
6 Month | 4.81% | 4.62% |
1 Year | 9.37% | 8.87% |
3 Year | 7.2% | 6.63% |
5 Year | 7.32% | 6.06% |
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 | 2.98% | 2.91% |
1 Year | 10.02% | 9.58% |
3 Year | 8.23% | 7.8% |
5 Year | 7.08% | 6.41% |
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 | 7.11% | 7.14% |
3 Year | 7.54% | 7.01% |
5 Year | 8.01% | 7.67% |
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 | 0.946% | 1.085% |
Sharp | 0.02% | -0.631% |
Beta | 0.744% | 0.854% |
Alpha | 0.064% | -0.547% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns12.68%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns12.04%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns13.22%
Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G)
3Y Returns0%
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns2.6%
Quant Multi Asset Fund-Growth
3Y Returns17.14%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns15.43%
UTI - Master Share-Growth Option
3Y Returns12.2%