Tata Short Term Bond Fund vs ICICI Prudential Short Term Fund compare
ICICI Prudential Short Term Fund - Growth Option
Tata Short Term Bond Fund -Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Short Term Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Fund | ICICI Prudential Short Term Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹22314 Cr | ₹3463 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 25 Oct 2001 | 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 | 24% | 0.0% |
| Expense Ratio | 1.02 | 1.19 |
| Manager | Manish Banthia | Murthy Nagarajan |
| ISIN Code | INF109K01654 | INF277K01972 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Short Term Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 0.38% | 0.18% |
| 6 Month | 4.5% | 3.78% |
| 1 Year | 8.16% | 7.25% |
| 3 Year | 7.62% | 6.83% |
| 5 Year | 6.51% | 5.44% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Short Term Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.39% | 0.95% |
| 1 Year | 7.75% | 6.55% |
| 3 Year | 7.91% | 7.13% |
| 5 Year | 7.18% | 6.26% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Short Term Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 7.57% | 7.23% |
| 3 Year | 7.7% | 7.01% |
| 5 Year | 8.38% | 7.65% |
Risk Management
| Scheme Name | ICICI Prudential Short Term Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 0.79% | 1.13% |
| Sharp | 1.13% | 0.06% |
| Beta | 0.84% | 1.28% |
| Alpha | 0.26% | -0.86% |
Fund Managers
| Scheme Name | ICICI Prudential Short Term Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Name | Manish Banthia | Murthy Nagarajan |
| Total AUM | ₹239319 Cr | ₹18015 Cr |
| Funds Managed | 19 | 11 |
| ICICI Prudential Short Term Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential Short Term Fund - Growth Option |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ICICI Prudential Short Term Fund - Growth Option |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns6.98%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.91%
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns23.27%
Quant Focused Fund-Growth
3Y Returns12.45%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns14.81%
Canara Robeco Focused Fund - Regular Plan - Growth Option
3Y Returns16.8%
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns6.98%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns7.3%