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 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 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 Moderate
Asset Size (Cr) ₹223 Cr ₹9304 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 0.83 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 0.65% 0.74%
6 Month 4.23% 4.16%
1 Year 7.97% 8.08%
3 Year 6.03% 6.06%
5 Year 6.34% 6.42%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth Axis Short Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.82% 7.88%
3 Year 7.03% 7.07%
5 Year 6.3% 6.28%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Axis Short Duration Fund - Regular Plan - Growth Option
1 Year 7% 7.93%
3 Year 7.32% 8.14%
5 Year 7.82% 8.01%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth Axis Short Duration 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 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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