Aditya Birla Sun Life Short Term Fund vs Axis Short Term Fund compare
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Axis Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate Risk | Moderate Risk |
Asset Size (Cr) | ₹8141 Cr | ₹8781 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 May 2003 | 22 Jan 2010 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Short Duration Debt Index B-II | NIFTY Short Duration Debt Index B-II |
Turn Over | 78% | 0.0% |
Expense Ratio | 0.95 | 0.89 |
Manager | Dhaval Joshi | Devang Shah |
ISIN Code | INF209K01942 | INF846K01644 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.63% | 0.63% |
6 Month | 3.72% | 3.78% |
1 Year | 7.7% | 7.82% |
3 Year | 6.47% | 6.3% |
5 Year | 6.73% | 6.25% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 7.63% | 7.72% |
3 Year | 7.25% | 7.22% |
5 Year | 6.57% | 6.35% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.11% | 7.97% |
3 Year | 7.54% | 8.11% |
5 Year | 8.01% | 8% |
Risk Management
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.954% | 1.005% |
Sharp | 0.057% | -0.134% |
Beta | 0.73% | 0.8% |
Alpha | 0.042% | -0.123% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Devang Shah |
Total AUM | ₹361932 Cr | ₹60014 Cr |
Fund Manage | 55 | 15 |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100.07 | 100.24 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.03 | 100.24 |
Sovereign | 31.81 | - |
Energy | 0.9 | - |
Construction | 9.39 | - |
Financial | 49.15 | - |
Services | 0.34 | - |
Communication | 4.45 | - |
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