Axis Short Term Fund vs Aditya Birla Sun Life Short Term Fund compare

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

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tortoise-icon Axis Short Term 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 Axis Short Term Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Axis Short Term Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹7899 Cr ₹7695 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 1.01 0.88
Manager Dhaval Joshi Devang Shah
ISIN Code INF209K01942 INF846K01644
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Axis Short Term Fund - Regular Plan - Growth Option
1 Month 0.74% 0.74%
6 Month 3.89% 3.92%
1 Year 7.5% 7.56%
3 Year 5.76% 5.6%
5 Year 6.63% 6.39%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Axis Short Term Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.32% 3.33%
3 Year 9.61% 9.4%
5 Year 16.42% 15.56%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Axis Short Term Fund - Regular Plan - Growth Option
1 Year 5.94% 5.55%
3 Year 13.43% 12.62%
5 Year 16.88% 15.99%

Risk Management

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Axis Short Term Fund - Regular Plan - Growth Option
Standard Deviation 0.99% 1.02%
Sharp 0.06% -0.17%
Beta 1.74% 1.93%
Alpha 3.54% 3.69%

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Fund Managers

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Axis Short Term 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 Term Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

Axis Short Term Fund - Regular Plan - Growth Option

Others 100.01 99.96

Sector Allocation

Scheme Name

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

Axis Short Term Fund - Regular Plan - Growth Option

Sovereign 32 -
Financial 46.51 -
Communication 5.51 -
Others 5.7 99.96
Construction 9.09 -
Energy 0.87 -
Services 0.33 -

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