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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) | ₹217 Cr | ₹2720 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 | 1.41% | 1.35% |
| 6 Month | 4.61% | 4.62% |
| 1 Year | 9.32% | 8.87% |
| 3 Year | 6.97% | 6.63% |
| 5 Year | 7.71% | 6.06% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 2.84% | 2.91% |
| 1 Year | 9.76% | 9.58% |
| 3 Year | 8.1% | 7.8% |
| 5 Year | 6.88% | 6.41% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 7.04% | 7.14% |
| 3 Year | 7.28% | 7.01% |
| 5 Year | 7.81% | 7.67% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 1.013% | 1.085% |
| Sharp | -0.227% | -0.631% |
| Beta | 0.712% | 0.854% |
| Alpha | -0.204% | -0.547% |
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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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