Sundaram Short Duration Fund Regular Growth vs Axis Short Term Fund compare
Sundaram Short Duration Fund Regular Growth
Axis Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Sundaram Short Duration Fund Regular Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Sundaram Short Duration Fund Regular Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹217 Cr | ₹8781 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹250 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 09 May 2003 | 22 Jan 2010 |
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 | % | 0.0% |
Expense Ratio | 1.14 | 0.89 |
Manager | Dwijendra Srivastava | Devang Shah |
ISIN Code | INF173K01BA3 | INF846K01644 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.03% | 1.13% |
6 Month | 3.57% | 4.09% |
1 Year | 8.12% | 8.27% |
3 Year | 6.51% | 6.61% |
5 Year | 6.28% | 6.43% |
SIP Return Analysis
Scheme Name | Sundaram Short Duration Fund Regular Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.36% | 2.59% |
1 Year | 8.33% | 8.68% |
3 Year | 7.56% | 7.71% |
5 Year | 6.56% | 6.6% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.04% | 7.97% |
3 Year | 7.28% | 8.11% |
5 Year | 7.81% | 8% |
Risk Management
Scheme Name | Sundaram Short Duration Fund Regular Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.013% | 0.998% |
Sharp | -0.227% | -0.16% |
Beta | 0.712% | 0.814% |
Alpha | -0.204% | -0.088% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Sundaram Short Duration Fund Regular Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dwijendra Srivastava | Devang Shah |
Total AUM | ₹14140 Cr | ₹60014 Cr |
Funds Managed | 14 | 15 |
Sundaram Short Duration Fund Regular Growth | Axis Short Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
Invesco India Financial Services Fund - Retail Growth
3Y Returns18.84%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns15.65%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns22.82%
QUANT COMMODITIES FUND REGULAR PLAN GROWTH
3Y Returns0%
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth
3Y Returns17.17%
HSBC Multi Asset Active FOF - Growth
3Y Returns11.23%
LIC MF Arbitrage Fund Regular - Growth
3Y Returns6.22%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.43%