Axis Short Term Fund vs Tata Short Term Bond Fund compare

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tortoise-icon Tata Short Term Bond Fund -Regular Plan- Growth Option

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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 Tata Short Term Bond Fund -Regular Plan- Growth Option Axis Short Term Fund - Regular Plan - Growth Option
Fund Tata Short Term Bond Fund -Regular Plan- Growth Option Axis Short Term Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹2209 Cr ₹7695 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Aug 2002 22 Jan 2010
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Short Duration Fund AII Index NIFTY Short Duration Debt Index B-II
Turn Over 0.0% 0.0%
Expense Ratio 1.18 0.88
Manager Murthy Nagarajan Devang Shah
ISIN Code INF277K01972 INF846K01644
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option Axis Short Term Fund - Regular Plan - Growth Option
1 Month 0.7% 0.74%
6 Month 3.7% 3.92%
1 Year 7.14% 7.56%
3 Year 5.07% 5.6%
5 Year 5.83% 6.39%

SIP Return Analysis

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option Axis Short Term Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.14% 3.33%
3 Year 8.8% 9.4%
5 Year 14.15% 15.56%

Rolling Lumpsum Returns

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option Axis Short Term Fund - Regular Plan - Growth Option
1 Year 5.04% 5.55%
3 Year 11.38% 12.62%
5 Year 14.52% 15.99%

Risk Management

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option Axis Short Term Fund - Regular Plan - Growth Option
Standard Deviation 1.16% 1.02%
Sharp -0.58% -0.17%
Beta 2.21% 1.93%
Alpha 3.77% 3.69%

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Fund Managers

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option Axis Short Term Fund - Regular Plan - Growth Option
Name Murthy Nagarajan Devang Shah
Total AUM ₹18015 Cr ₹60014 Cr
Fund Manage 11 15
Tata Short Term Bond Fund -Regular Plan- Growth Option Axis Short Term Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Short Term Bond Fund -Regular Plan- Growth Option

Axis Short Term Fund - Regular Plan - Growth Option

Others 100 99.96

Sector Allocation

Scheme Name

Tata Short Term Bond Fund -Regular Plan- Growth Option

Axis Short Term Fund - Regular Plan - Growth Option

Sovereign 24.65 -
Financial 58.98 -
Capital Goods 4.27 -
Construction 5.34 -
Others 6.49 99.96
Unclassified 0.26 -
Services 0.01 -

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