Tata Short Term Bond Fund vs DSP Short Term Fund compare
Tata Short Term Bond Fund -Regular Plan- Growth Option
DSP Short Term Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | DSP Short Term Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata Short Term Bond Fund -Regular Plan- Growth Option | DSP Short Term Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹3392 Cr | ₹3970 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 Aug 2002 | 09 Sep 2002 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short Duration Fund AII Index | CRISIL Short Duration Fund AII Index |
| Turn Over | 0.0% | 0.0% |
| Expense Ratio | 1.19 | 0.95 |
| Manager | Murthy Nagarajan | Laukik Bagwe |
| ISIN Code | INF277K01972 | INF740K01656 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | DSP Short Term Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | - | - |
| 6 Month | 2.06% | 2.29% |
| 1 Year | 6.82% | 7.32% |
| 3 Year | 6.95% | 7.17% |
| 5 Year | 5.25% | 5.45% |
SIP Return Analysis
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | DSP Short Term Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.95% | 1.06% |
| 1 Year | 5.13% | 5.74% |
| 3 Year | 6.73% | 7.13% |
| 5 Year | 6.24% | 6.5% |
Rolling Lumpsum Returns
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | DSP Short Term Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.36% | 7% |
| 3 Year | 7.09% | 6.87% |
| 5 Year | 7.65% | 7.09% |
Risk Management
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | DSP Short Term Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.16% | 1.11% |
| Sharp | -0.58% | -0.59% |
| Beta | 2.21% | 2.14% |
| Alpha | 3.77% | 3.64% |
Fund Managers
| Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | DSP Short Term Fund - Regular Plan - Growth |
|---|---|---|
| Name | Murthy Nagarajan | Laukik Bagwe |
| Total AUM | ₹18015 Cr | ₹12579 Cr |
| Funds Managed | 11 | 10 |
| Tata Short Term Bond Fund -Regular Plan- Growth Option | DSP Short Term Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
DSP Short Term Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
DSP Short Term Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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