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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 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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