HSBC Short Duration Fund vs Sundaram Short Duration Fund Regular Growth compare
Sundaram Short Duration Fund Regular Growth
HSBC Short Duration Fund - Regular Growth
Chart Comparison
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 | Low to Moderate Risk | Moderate |
Asset Size (Cr) | ₹217 Cr | ₹3786 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹250 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 09 May 2003 | 27 Dec 2011 |
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 | 1.14 | 0.75 |
Manager | Dwijendra Srivastava | Jalpan Shah |
ISIN Code | INF173K01BA3 | INF917K01CL8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | HSBC Short Duration Fund - Regular Growth |
---|---|---|
1 Month | 0.56% | 0.61% |
6 Month | 3.78% | 3.54% |
1 Year | 7.72% | 7.52% |
3 Year | 6.22% | 5.74% |
5 Year | 6.09% | 5.73% |
SIP Return Analysis
Scheme Name | Sundaram Short Duration Fund Regular Growth | HSBC Short Duration Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 7.57% | 7.37% |
3 Year | 7.14% | 6.85% |
5 Year | 6.35% | 5.87% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | HSBC Short Duration Fund - Regular Growth |
---|---|---|
1 Year | 7.04% | 7.76% |
3 Year | 7.28% | 7.37% |
5 Year | 7.81% | 7.63% |
Risk Management
Scheme Name | Sundaram Short Duration Fund Regular Growth | HSBC Short Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 1.013% | 1.172% |
Sharp | -0.227% | -0.606% |
Beta | 0.712% | 0.968% |
Alpha | -0.204% | -0.63% |
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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 | 100 |
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