Axis Short Term Fund vs Tata Short Term Bond Fund compare
Tata Short Term Bond Fund -Regular Plan- Growth Option
Axis Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹2720 Cr | ₹8781 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 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 | 1.19 | 0.89 |
Manager | Murthy Nagarajan | Devang Shah |
ISIN Code | INF277K01972 | INF846K01644 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.14% | 1.13% |
6 Month | 3.75% | 4.09% |
1 Year | 7.72% | 8.27% |
3 Year | 6.16% | 6.61% |
5 Year | 5.85% | 6.43% |
SIP Return Analysis
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.45% | 2.59% |
1 Year | 8.08% | 8.68% |
3 Year | 7.25% | 7.71% |
5 Year | 6.09% | 6.6% |
Rolling Lumpsum Returns
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.14% | 7.97% |
3 Year | 7.01% | 8.11% |
5 Year | 7.67% | 8% |
Risk Management
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.085% | 0.998% |
Sharp | -0.631% | -0.16% |
Beta | 0.854% | 0.814% |
Alpha | -0.547% | -0.088% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Murthy Nagarajan | Devang Shah |
Total AUM | ₹18015 Cr | ₹60014 Cr |
Funds Managed | 11 | 15 |
Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
Invesco India Corporate Bond Fund - Growth
3Y Returns6.37%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns6.22%
Franklin India Equity Advantage Fund - Growth Plan
3Y Returns13.9%
BANDHAN Core Equity Fund - Regular Plan - Growth
3Y Returns21.18%
HDFC Income Fund - Growth Option
3Y Returns6.26%
Canara Robeco Income Fund - Regular Plan - Growth Option
3Y Returns5.72%
Nippon India Innovation Fund - Regular (G)
3Y Returns0%
Sundaram Services Fund Regular Plan - Growth
3Y Returns14.08%