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Tata Short Term Bond Fund vs Sundaram Short Duration Fund Regular Growth compare
Sundaram Short Duration Fund Regular Growth
Tata Short Term Bond Fund -Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Fund | Sundaram Short Duration Fund Regular Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹214 Cr | ₹3685 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹250 | ₹500 |
| Min Addl Investment | ₹500 | ₹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 A-II | CRISIL Short Duration Fund AII Index |
| Turn Over | % | 0.0% |
| Expense Ratio | 1.14 | 1.19 |
| Manager | Dwijendra Srivastava | Murthy Nagarajan |
| ISIN Code | INF173K01BA3 | INF277K01972 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 0.33% | 0.24% |
| 6 Month | 4.9% | 4.74% |
| 1 Year | 9.17% | 8.55% |
| 3 Year | 7.49% | 7.08% |
| 5 Year | 7.25% | 5.47% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 2.33% | 2.16% |
| 1 Year | 9.22% | 8.71% |
| 3 Year | 8.18% | 7.75% |
| 5 Year | 6.94% | 6.5% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 7.08% | 7.18% |
| 3 Year | 7.25% | 6.98% |
| 5 Year | 7.8% | 7.66% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 0.97% | 1.05% |
| Sharp | 0.74% | 0.32% |
| Beta | 1.03% | 1.16% |
| Alpha | -0.33% | -0.84% |
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Fund Managers
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Name | Dwijendra Srivastava | Murthy Nagarajan |
| Total AUM | ₹14140 Cr | ₹18015 Cr |
| Funds Managed | 14 | 11 |
| Sundaram Short Duration Fund Regular Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Others | 100 | 100 |
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