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Sundaram Short Duration Fund Regular Growth vs DSP Short Term Fund compare

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tortoise-icon Sundaram Short Duration Fund Regular Growth

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tortoise-icon DSP Short Term 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 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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