SBI Short Horizon Debt 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 SBI Short Horizon Debt Fund-Short Term Fund - Retail - 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 SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Fund Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹186 Cr ₹12700 Cr
Min Investment ₹5000 ₹10000
Min SIP Invesment ₹250 ₹500
Min Addl Investment ₹500 ₹5000
Launch Date 01 Jan 2013 27 Jul 2007
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark Nifty Short duration Debt Index A-II BSE India Bond Index
Turn Over % 0.0%
Expense Ratio 0.85 0.84
Manager Dwijendra Srivastava Pradeep Kesavan
ISIN Code INF173K01BA3 INF200K01IG6
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
1 Month 0.73% 0.75%
6 Month 3.81% 3.88%
1 Year 7.36% 7.34%
3 Year 7.87% 5.4%
5 Year 7.47% 6.07%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
6 Month - -
1 Year 3.22% 3.21%
3 Year 9.27% 9.14%
5 Year 15.42% 14.83%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
1 Year 5.59% 5.24%
3 Year 12.56% 11.98%
5 Year 15.89% 15.24%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Standard Deviation 3.92% 1.02%
Sharp 0.5% -0.34%
Beta -0.1% 1.98%
Alpha 1.76% 3.63%

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Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Name Dwijendra Srivastava Pradeep Kesavan
Total AUM ₹14140 Cr ₹434274 Cr
Fund Manage 14 43
Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Others 100 100

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Others 100 1.91
Financial - 43.74
Sovereign - 26.12
Construction - 10.83
Communication - 7.51
Energy - 5
Capital Goods - 4.89

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