DSP 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 DSP Short Term Fund - Regular Plan - Growth

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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 DSP Short Term Fund - Regular Plan - Growth
Fund Tata Short Term Bond Fund -Regular Plan- Growth Option DSP Short Term Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹2209 Cr ₹2809 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 08 Aug 2002 10 Sep 2002
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Short Duration Fund AII Index CRISIL Short Duration Fund AII Index
Turn Over 0.0% 0.0%
Expense Ratio 1.18 0.96
Manager Murthy Nagarajan Laukik Bagwe
ISIN Code INF277K01972 INF740K01656
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option DSP Short Term Fund - Regular Plan - Growth
1 Month 0.7% 0.74%
6 Month 3.7% 3.87%
1 Year 7.14% 7.18%
3 Year 5.07% 5.12%
5 Year 5.83% 5.85%

SIP Return Analysis

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option DSP Short Term Fund - Regular Plan - Growth
6 Month - -
1 Year 3.14% 3.12%
3 Year 8.8% 8.77%
5 Year 14.15% 14.18%

Rolling Lumpsum Returns

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option DSP Short Term Fund - Regular Plan - Growth
1 Year 5.04% 5.03%
3 Year 11.38% 11.43%
5 Year 14.52% 14.57%

Risk Management

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option DSP Short Term Fund - Regular Plan - Growth
Standard Deviation 1.16% 1.11%
Sharp -0.58% -0.59%
Beta 2.21% 2.14%
Alpha 3.77% 3.64%

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Fund Managers

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option DSP Short Term Fund - Regular Plan - Growth
Name Murthy Nagarajan Laukik Bagwe
Total AUM ₹18015 Cr ₹12579 Cr
Fund Manage 11 10
Tata Short Term Bond Fund -Regular Plan- Growth Option DSP Short Term Fund - Regular Plan - Growth

Market Cap

Scheme Name

Tata Short Term Bond Fund -Regular Plan- Growth Option

DSP Short Term Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Tata Short Term Bond Fund -Regular Plan- Growth Option

DSP Short Term Fund - Regular Plan - Growth

Sovereign 24.65 41.44
Financial 58.98 42.23
Capital Goods 4.27 3.55
Construction 5.34 1.67
Others 6.49 1.23
Unclassified 0.26 -
Services 0.01 -
Consumer Discretionary - 3.51
Communication - 3.69
Energy - 2.68

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