Axis Short Term Fund vs Sundaram Short Duration Fund Regular Growth compare

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tortoise-icon Sundaram Short Duration Fund Regular Growth

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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 Sundaram Short Duration Fund Regular Growth Axis Short Term Fund - Regular Plan - Growth Option
Fund Sundaram Short Duration Fund Regular Growth Axis Short Term Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹186 Cr ₹7695 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹250 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 01 Jan 2013 22 Jan 2010
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark Nifty Short duration Debt Index A-II NIFTY Short Duration Debt Index B-II
Turn Over % 0.0%
Expense Ratio 0.85 0.88
Manager Dwijendra Srivastava Devang Shah
ISIN Code INF173K01BA3 INF846K01644
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Axis Short Term Fund - Regular Plan - Growth Option
1 Month 0.73% 0.74%
6 Month 3.81% 3.92%
1 Year 7.36% 7.56%
3 Year 7.87% 5.6%
5 Year 7.47% 6.39%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth Axis Short Term Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.22% 3.33%
3 Year 9.27% 9.4%
5 Year 15.42% 15.56%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Axis Short Term Fund - Regular Plan - Growth Option
1 Year 5.59% 5.55%
3 Year 12.56% 12.62%
5 Year 15.89% 15.99%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth Axis Short Term Fund - Regular Plan - Growth Option
Standard Deviation 3.92% 1.02%
Sharp 0.5% -0.17%
Beta -0.1% 1.93%
Alpha 1.76% 3.69%

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Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth Axis Short Term Fund - Regular Plan - Growth Option
Name Dwijendra Srivastava Devang Shah
Total AUM ₹14140 Cr ₹60014 Cr
Fund Manage 14 15
Sundaram Short Duration Fund Regular Growth Axis Short Term Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

Axis Short Term Fund - Regular Plan - Growth Option

Others 99.99 99.96

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

Axis Short Term Fund - Regular Plan - Growth Option

Others 0.27 99.96

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