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 Duration 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 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 Moderate
Asset Size (Cr) ₹8924 Cr ₹9304 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 0.89
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 0.72% 0.74%
6 Month 4.12% 4.16%
1 Year 7.96% 8.08%
3 Year 6.21% 6.06%
5 Year 6.76% 6.42%

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 7.77% 7.88%
3 Year 7.12% 7.07%
5 Year 6.53% 6.28%

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 7.08% 7.93%
3 Year 7.57% 8.14%
5 Year 8.02% 8.01%

Risk Management

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Axis Short Duration Fund - Regular Plan - Growth Option
Standard Deviation 0.99% 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 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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