Mirae Asset Short Duration 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 Mirae Asset Short Duration 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 Mirae Asset Short Duration Fund- Regular Plan -Growth
Fund Tata Short Term Bond Fund -Regular Plan- Growth Option Mirae Asset Short Duration Fund- Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹2209 Cr ₹337 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Aug 2002 01 Mar 2018
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Short Duration Fund AII Index CRISIL Short Duration Debt A-II Index
Turn Over 0.0% 116%
Expense Ratio 1.18 1.13
Manager Murthy Nagarajan Basant Bafna
ISIN Code INF277K01972 INF769K01DU2
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option Mirae Asset Short Duration Fund- Regular Plan -Growth
1 Month 0.7% 0.73%
6 Month 3.7% 3.83%
1 Year 7.14% 7.15%
3 Year 5.07% 5.08%
5 Year 5.83% 5.68%

SIP Return Analysis

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option Mirae Asset Short Duration Fund- Regular Plan -Growth
6 Month - -
1 Year 3.14% 3.15%
3 Year 8.8% 8.68%
5 Year 14.15% 13.95%

Rolling Lumpsum Returns

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option Mirae Asset Short Duration Fund- Regular Plan -Growth
1 Year 5.04% 4.88%
3 Year 11.38% 11.25%
5 Year 14.52% 14.35%

Risk Management

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option Mirae Asset Short Duration Fund- Regular Plan -Growth
Standard Deviation 1.16% 1.04%
Sharp -0.58% -0.63%
Beta 2.21% 1.97%
Alpha 3.77% 3.29%

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Fund Managers

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option Mirae Asset Short Duration Fund- Regular Plan -Growth
Name Murthy Nagarajan Basant Bafna
Total AUM ₹18015 Cr ₹1022 Cr
Fund Manage 11 4
Tata Short Term Bond Fund -Regular Plan- Growth Option Mirae Asset Short Duration Fund- Regular Plan -Growth

Market Cap

Scheme Name

Tata Short Term Bond Fund -Regular Plan- Growth Option

Mirae Asset Short Duration Fund- Regular Plan -Growth

Others 100 100.06

Sector Allocation

Scheme Name

Tata Short Term Bond Fund -Regular Plan- Growth Option

Mirae Asset Short Duration Fund- Regular Plan -Growth

Others 6.49 7.02
Sovereign 24.65 28.57
Construction 5.34 10.69
Financial 58.98 45.04
Services 0.01 -
Capital Goods 4.27 -
Unclassified 0.26 -
Communication - 7.55
Energy - 1.19

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