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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹7899 Cr ₹2209 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 09 May 2003 08 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 1.18
Manager Dhaval Joshi Murthy Nagarajan
ISIN Code INF209K01942 INF277K01972
Exits Load Nil/365 Nil/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 0.42% 0.37%
6 Month 3.92% 3.6%
1 Year 7.97% 7.43%
3 Year 6.1% 5.44%
5 Year 6.56% 5.72%

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 - -
3 Year - -
5 Year - -

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 100.01 100

Sector Allocation

Scheme Name

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

Tata Short Term Bond Fund -Regular Plan- Growth Option

Others 5.7 6.49
Sovereign 32 24.65
Energy 0.87 -
Construction 9.09 5.34
Financial 46.51 58.98
Services 0.33 0.01
Communication 5.51 -
Capital Goods - 4.27
Unclassified - 0.26

Top Comparisons

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.6%

VS

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.6%

Compare Now

Nippon India Consumption Fund-Growth Plan-Growth Option Nippon India Consumption Fund-Growth Plan-Growth Option

3Y Returns19.02%

VS

UTI India Consumer Fund - Regular Plan - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option

3Y Returns11.83%

Compare Now

HDFC Hybrid Equity Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan

3Y Returns11.77%

VS

Nippon India Equity Hybrid Fund - Growth Plan Nippon India Equity Hybrid Fund - Growth Plan

3Y Returns14.78%

Compare Now

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns20.46%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns15.84%

Compare Now
Request call back
Add to Cart Successfully