Sundaram Short Duration Fund Regular Growth vs HDFC Short Term Debt Fund compare

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tortoise-icon Sundaram Short Duration Fund Regular Growth

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tortoise-icon HDFC Short Term Debt Fund - Growth Option

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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 HDFC Short Term Debt Fund - Growth Option
Fund Sundaram Short Duration Fund Regular Growth HDFC Short Term Debt Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹186 Cr ₹13070 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹250 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 01 Jan 2013 05 Jun 2010
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark Nifty Short duration Debt Index A-II CRISIL Short Duration Fund BII Index
Turn Over % 9.03%
Expense Ratio 0.85 0.69
Manager Dwijendra Srivastava Anil Bamboli
ISIN Code INF173K01BA3 INF179K01CU6
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth HDFC Short Term Debt Fund - Growth Option
1 Month 0.44% 0.49%
6 Month 4.4% 4.41%
1 Year 8.21% 8.56%
3 Year 5.99% 6.13%
5 Year 6.27% 6.76%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth HDFC Short Term Debt Fund - Growth Option
6 Month - -
1 Year 8.24% 8.44%
3 Year 7.02% 7.33%
5 Year 6.3% 6.57%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth HDFC Short Term Debt Fund - Growth Option
1 Year 7% 8.5%
3 Year 7.32% 8.48%
5 Year 7.82% 8.32%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth HDFC Short Term Debt Fund - Growth Option
Standard Deviation 3.92% 1.02%
Sharp 0.5% 0.05%
Beta -0.1% 1.98%
Alpha 1.76% 4.01%

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Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth HDFC Short Term Debt Fund - Growth Option
Name Dwijendra Srivastava Anil Bamboli
Total AUM ₹14140 Cr ₹135442 Cr
Fund Manage 14 12
Sundaram Short Duration Fund Regular Growth HDFC Short Term Debt Fund - Growth Option

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

HDFC Short Term Debt Fund - Growth Option

Others 100 98.17

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

HDFC Short Term Debt Fund - Growth Option

Others 100 3.81
Sovereign - 24.52
Construction - 4.83
Energy - 3.62
Financial - 52.82
Metals & Mining - 0.76
Communication - 6.11
Consumer Staples - 0.56
Capital Goods - 1.14

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