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 Risk | Moderate Risk |
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 | 0.8% | 0.8% |
6 Month | 3.87% | 3.43% |
1 Year | 7.87% | 7.3% |
3 Year | 6.2% | 5.79% |
5 Year | 6.09% | 5.63% |
SIP Return Analysis
Scheme Name | Sundaram Short Duration Fund Regular Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 7.84% | 7.17% |
3 Year | 7.21% | 6.77% |
5 Year | 6.37% | 5.82% |
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 | 3.92% | 1.16% |
Sharp | 0.5% | -0.58% |
Beta | -0.1% | 2.21% |
Alpha | 1.76% | 3.77% |
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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 |
Fund Manage | 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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