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Tata Short Term Bond Fund vs Aditya Birla Sun Life Short Term Fund compare

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tortoise-icon Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

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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 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) ₹10648 Cr ₹3463 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 0.31% 0.17%
6 Month 4.39% 3.77%
1 Year 8.02% 7.2%
3 Year 7.36% 6.89%
5 Year 6.29% 5.44%

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 1.34% 0.95%
1 Year 7.62% 6.55%
3 Year 7.8% 7.13%
5 Year 6.97% 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 7.24% 7.23%
3 Year 7.53% 7.01%
5 Year 7.89% 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 1.00% 1.13%
Sharp 0.57% 0.06%
Beta 1.13% 1.28%
Alpha -0.26% -0.86%

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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