SBI Short Term Debt Fund vs Sundaram Short Duration Fund Regular Growth compare

Link copied to clipboard!

tortoise-icon Sundaram Short Duration Fund Regular Growth

Invest Now

tortoise-icon SBI Short Term Debt Fund - Regular Plan -Growth

Invest Now

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 Term Debt Fund - Regular Plan -Growth
Fund Sundaram Short Duration Fund Regular Growth SBI Short Term Debt Fund - Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹223 Cr ₹13303 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹250 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 09 May 2003 27 Jul 2007
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark Nifty Short duration Debt Index A-II CRISIL Short Duration Fund AII Index
Turn Over % 0.0%
Expense Ratio 0.83 0.85
Manager Dwijendra Srivastava Pradeep Kesavan
ISIN Code INF173K01BA3 INF200K01HZ8
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Term Debt Fund - Regular Plan -Growth
1 Month 0.65% 0.67%
6 Month 4.23% 4.04%
1 Year 7.97% 7.8%
3 Year 6.03% 5.86%
5 Year 6.34% 6.11%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Term Debt Fund - Regular Plan -Growth
6 Month - -
1 Year 7.82% 7.61%
3 Year 7.03% 6.89%
5 Year 6.3% 6.04%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Term Debt Fund - Regular Plan -Growth
1 Year 7% 7.58%
3 Year 7.32% 7.8%
5 Year 7.82% 7.95%

Risk Management

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

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

SBI Short Term Debt Fund - Regular Plan -Growth

Others 100 100

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

SBI Short Term Debt Fund - Regular Plan -Growth

Others 100 100

Top Comparisons

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns13.99%

VS

Axis ELSS Tax Saver Fund - Regular Plan - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns8.53%

Compare Now

ICICI Prudential Short Term Fund - Growth Option ICICI Prudential Short Term Fund - Growth Option

3Y Returns6.5%

VS

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns5.6%

Compare Now

UTI Liquid Fund - Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns6.34%

VS

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns6.38%

Compare Now

Tata Ethical Fund-Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns12.02%

VS

AXIS INNOVATION FUND - Regular Plan - Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option

3Y Returns11.67%

Compare Now
Request call back
Add to Cart Successfully