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) | ₹3507 Cr | ₹3901 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 | -0.02% | 0.07% |
6 Month | 4.01% | 4.37% |
1 Year | 7.63% | 8.2% |
3 Year | 6.83% | 7.05% |
5 Year | 5.37% | 5.59% |
SIP Return Analysis
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | DSP Short Term Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.37% | 1.66% |
1 Year | 7.32% | 8.02% |
3 Year | 7.37% | 7.73% |
5 Year | 6.36% | 6.6% |
Rolling Lumpsum Returns
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | DSP Short Term Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.23% | 6.86% |
3 Year | 7.01% | 6.83% |
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 | 1.05% | 0.99% |
Sharp | 0.28% | 0.46% |
Beta | 1.20% | 1.20% |
Alpha | -0.80% | -0.63% |
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 |
Top Comparisons
SBI Consumption Opportunities Fund - Regular - Growth
3Y Returns15.6%
HSBC Consumption Fund - Regular (G)
3Y Returns0%
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns13.14%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns18.45%
SBI Midcap Fund - Regular Plan - Growth
3Y Returns15.62%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns22.84%
HSBC Consumption Fund - Regular (G)
3Y Returns0%
Mirae Asset Great Consumer Fund - Regular Plan - Growth option
3Y Returns17.33%