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Tata Short Term Bond Fund vs Axis Short Term Fund compare
Tata Short Term Bond Fund -Regular Plan- Growth Option
Axis Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹3392 Cr | ₹12692 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 Aug 2002 | 22 Jan 2010 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short Duration Fund AII Index | NIFTY Short Duration Debt Index B-II |
| Turn Over | 0.0% | 0.0% |
| Expense Ratio | 1.19 | 0.89 |
| Manager | Murthy Nagarajan | Devang Shah |
| ISIN Code | INF277K01972 | INF846K01644 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.05% | 0.17% |
| 6 Month | 1.93% | 2.64% |
| 1 Year | 6.71% | 7.96% |
| 3 Year | 6.92% | 7.56% |
| 5 Year | 5.24% | 5.98% |
SIP Return Analysis
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.98% | 1.29% |
| 1 Year | 5.51% | 6.97% |
| 3 Year | 6.82% | 7.79% |
| 5 Year | 6.26% | 7.04% |
Rolling Lumpsum Returns
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.36% | 8.11% |
| 3 Year | 7.09% | 7.92% |
| 5 Year | 7.65% | 7.95% |
Risk Management
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.16% | 1.02% |
| Sharp | -0.58% | -0.17% |
| Beta | 2.21% | 1.93% |
| Alpha | 3.77% | 3.69% |
Fund Managers
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Murthy Nagarajan | Devang Shah |
| Total AUM | ₹18015 Cr | ₹60014 Cr |
| Funds Managed | 11 | 15 |
| Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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