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 Moderate Moderate
Asset Size (Cr) ₹186 Cr ₹2809 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹250 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 01 Jan 2013 10 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 0.85 0.96
Manager Dwijendra Srivastava Laukik Bagwe
ISIN Code INF173K01BA3 INF740K01656
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth DSP Short Term Fund - Regular Plan - Growth
1 Month 0.44% 0.47%
6 Month 4.4% 4.25%
1 Year 8.21% 7.87%
3 Year 5.99% 5.55%
5 Year 6.27% 5.84%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth DSP Short Term Fund - Regular Plan - Growth
6 Month - -
1 Year 8.24% 7.93%
3 Year 7.02% 6.71%
5 Year 6.3% 5.85%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth DSP Short Term Fund - Regular Plan - Growth
1 Year 7% 6.73%
3 Year 7.32% 6.84%
5 Year 7.82% 7.24%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth DSP Short Term Fund - Regular Plan - Growth
Standard Deviation 3.92% 1.11%
Sharp 0.5% -0.59%
Beta -0.1% 2.14%
Alpha 1.76% 3.64%

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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
Fund Manage 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 1.23
Sovereign - 41.44
Financial - 42.23
Energy - 2.68
Construction - 1.67
Consumer Discretionary - 3.51
Communication - 3.69
Capital Goods - 3.55

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