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SBI Short Term 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 Term Debt 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 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 Risk Moderate Risk
Asset Size (Cr) ₹217 Cr ₹13523 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 1.14 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 0.56% 0.63%
6 Month 3.78% 3.63%
1 Year 7.72% 7.63%
3 Year 6.22% 6.1%
5 Year 6.09% 5.91%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Term Debt Fund - Regular Plan -Growth
6 Month - -
1 Year 7.57% 7.49%
3 Year 7.14% 7.04%
5 Year 6.35% 6.12%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Term Debt Fund - Regular Plan -Growth
1 Year 7.04% 7.61%
3 Year 7.28% 7.76%
5 Year 7.81% 7.94%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Term Debt Fund - Regular Plan -Growth
Standard Deviation 1.013% 0.979%
Sharp -0.227% -0.354%
Beta 0.712% 0.762%
Alpha -0.204% -0.302%

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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

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