Axis Short Term Fund vs Sundaram Short Duration Fund Regular Growth compare
Sundaram Short Duration Fund Regular Growth
Axis Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Sundaram Short Duration Fund Regular Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Sundaram Short Duration Fund Regular Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate Risk | Moderate Risk |
Asset Size (Cr) | ₹217 Cr | ₹8781 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹250 | ₹1000 |
Min Addl Investment | ₹500 | ₹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 A-II | NIFTY Short Duration Debt Index B-II |
Turn Over | % | 0.0% |
Expense Ratio | 1.14 | 0.89 |
Manager | Dwijendra Srivastava | Devang Shah |
ISIN Code | INF173K01BA3 | INF846K01644 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.56% | 0.63% |
6 Month | 3.78% | 3.78% |
1 Year | 7.72% | 7.82% |
3 Year | 6.22% | 6.3% |
5 Year | 6.09% | 6.25% |
SIP Return Analysis
Scheme Name | Sundaram Short Duration Fund Regular Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 7.57% | 7.72% |
3 Year | 7.14% | 7.22% |
5 Year | 6.35% | 6.35% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.04% | 7.97% |
3 Year | 7.28% | 8.11% |
5 Year | 7.81% | 8% |
Risk Management
Scheme Name | Sundaram Short Duration Fund Regular Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.013% | 1.005% |
Sharp | -0.227% | -0.134% |
Beta | 0.712% | 0.8% |
Alpha | -0.204% | -0.123% |
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Fund Managers
Scheme Name | Sundaram Short Duration Fund Regular Growth | Axis Short Duration 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 Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100.24 |
Sector Allocation
Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100.24 |
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