Sundaram Short Duration Fund Regular Growth vs DSP Short Term Fund compare
Sundaram Short Duration Fund Regular Growth
DSP Short Term Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Sundaram Short Duration Fund Regular Growth | DSP Short Term Fund - Regular Plan - Growth |
---|---|---|
Fund | Sundaram Short Duration Fund Regular Growth | DSP Short Term Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹217 Cr | ₹2770 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹250 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 09 May 2003 | 09 Sep 2002 |
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 | 0.95 |
Manager | Dwijendra Srivastava | Laukik Bagwe |
ISIN Code | INF173K01BA3 | INF740K01656 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | DSP Short Term Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.08% | 1.01% |
6 Month | 4.67% | 4.66% |
1 Year | 9.21% | 9.01% |
3 Year | 7.26% | 7.03% |
5 Year | 7.6% | 5.94% |
SIP Return Analysis
Scheme Name | Sundaram Short Duration Fund Regular Growth | DSP Short Term Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.76% | 2.72% |
1 Year | 9.73% | 9.53% |
3 Year | 8.12% | 7.89% |
5 Year | 6.91% | 6.51% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Short Duration Fund Regular Growth | DSP Short Term Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.04% | 6.77% |
3 Year | 7.28% | 6.83% |
5 Year | 7.81% | 7.21% |
Risk Management
Scheme Name | Sundaram Short Duration Fund Regular Growth | DSP Short Term Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.013% | 1.069% |
Sharp | -0.227% | -0.571% |
Beta | 0.712% | 0.878% |
Alpha | -0.204% | -0.477% |
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Fund Managers
Scheme Name | Sundaram Short Duration Fund Regular Growth | DSP Short Term Fund - Regular Plan - Growth |
---|---|---|
Name | Dwijendra Srivastava | Laukik Bagwe |
Total AUM | ₹14140 Cr | ₹12579 Cr |
Funds Managed | 14 | 10 |
Sundaram Short Duration Fund Regular Growth | DSP Short Term Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Sundaram Short Duration Fund Regular Growth |
DSP Short Term Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Sundaram Short Duration Fund Regular Growth |
DSP Short Term Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
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