HSBC Short Duration 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 HSBC Short Duration Fund - Regular Growth

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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 HSBC Short Duration Fund - Regular Growth
Fund Sundaram Short Duration Fund Regular Growth HSBC Short Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹186 Cr ₹3739 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹250 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 01 Jan 2013 01 Jan 2013
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 % 54%
Expense Ratio 0.85 0.75
Manager Dwijendra Srivastava Jalpan Shah
ISIN Code INF173K01BA3 INF917K01CL8
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth HSBC Short Duration Fund - Regular Growth
1 Month 0.73% 0.72%
6 Month 3.81% 3.88%
1 Year 7.36% 7.37%
3 Year 7.87% 5.04%
5 Year 7.47% 5.87%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth HSBC Short Duration Fund - Regular Growth
6 Month - -
1 Year 3.22% 3.2%
3 Year 9.27% 8.71%
5 Year 15.42% 14.08%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth HSBC Short Duration Fund - Regular Growth
1 Year 5.59% 5.01%
3 Year 12.56% 11.29%
5 Year 15.89% 14.43%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth HSBC Short Duration Fund - Regular Growth
Standard Deviation 3.92% 1.18%
Sharp 0.5% -0.63%
Beta -0.1% 2.23%
Alpha 1.76% 3.74%

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Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth HSBC Short Duration Fund - Regular Growth
Name Dwijendra Srivastava Jalpan Shah
Total AUM ₹14140 Cr ₹16521 Cr
Fund Manage 14 6
Sundaram Short Duration Fund Regular Growth HSBC Short Duration Fund - Regular Growth

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

HSBC Short Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

HSBC Short Duration Fund - Regular Growth

Others 100 1.07
Sovereign - 37.18
Financial - 60.43
Capital Goods - 1.32

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