Aditya Birla Sun Life Short Term Fund vs Tata Short Term Bond Fund compare

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tortoise-icon Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

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tortoise-icon Tata Short Term Bond Fund -Regular Plan- Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Tata Short Term Bond Fund -Regular Plan- Growth Option
Fund Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Tata Short Term Bond Fund -Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹8924 Cr ₹2904 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹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 B-II CRISIL Short Duration Fund AII Index
Turn Over 78% 0.0%
Expense Ratio 1.01 1.19
Manager Dhaval Joshi Murthy Nagarajan
ISIN Code INF209K01942 INF277K01972
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 Tata Short Term Bond Fund -Regular Plan- Growth Option
1 Month 0.73% 0.73%
6 Month 3.85% 3.52%
1 Year 7.99% 7.42%
3 Year 6.46% 5.83%
5 Year 6.81% 5.8%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Tata Short Term Bond Fund -Regular Plan- Growth Option
6 Month - -
1 Year 7.73% 7.17%
3 Year 7.2% 6.7%
5 Year 6.57% 5.8%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Tata Short Term Bond Fund -Regular Plan- Growth Option
1 Year 7.08% 7.08%
3 Year 7.57% 7.06%
5 Year 8.02% 7.68%

Risk Management

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Tata Short Term Bond Fund -Regular Plan- Growth Option
Standard Deviation 0.99% 1.16%
Sharp 0.06% -0.58%
Beta 1.74% 2.21%
Alpha 3.54% 3.77%

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Fund Managers

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Tata Short Term Bond Fund -Regular Plan- Growth Option
Name Dhaval Joshi Murthy Nagarajan
Total AUM ₹361932 Cr ₹18015 Cr
Fund Manage 55 11
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Tata Short Term Bond Fund -Regular Plan- Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Tata Short Term Bond Fund -Regular Plan- Growth Option

Others 100.07 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Tata Short Term Bond Fund -Regular Plan- Growth Option

Others 4.03 100
Sovereign 31.81 -
Energy 0.9 -
Construction 9.39 -
Financial 49.15 -
Services 0.34 -
Communication 4.45 -

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