Sundaram Short Duration Fund Regular Growth vs SBI Short Horizon Debt Fund compare

Link copied to clipboard!

tortoise-icon Sundaram Short Duration Fund Regular Growth

Invest Now

tortoise-icon SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Fund Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹223 Cr ₹13303 Cr
Min Investment ₹5000 ₹10000
Min SIP Invesment ₹250 ₹500
Min Addl Investment ₹500 ₹5000
Launch Date 09 May 2003 27 Jul 2007
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark Nifty Short duration Debt Index A-II BSE India Bond Index
Turn Over % 0.0%
Expense Ratio 0.83 0.85
Manager Dwijendra Srivastava Pradeep Kesavan
ISIN Code INF173K01BA3 INF200K01IG6
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
1 Month 0.58% 0.61%
6 Month 4.05% 3.86%
1 Year 7.93% 7.74%
3 Year 6.14% 5.95%
5 Year 6.29% 6.07%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
6 Month - -
1 Year 7.82% 7.61%
3 Year 7.03% 6.89%
5 Year 6.3% 6.04%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
1 Year 7% 7.59%
3 Year 7.32% 7.5%
5 Year 7.82% 7.86%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Standard Deviation 3.92% 1.02%
Sharp 0.5% -0.34%
Beta -0.1% 1.98%
Alpha 1.76% 3.63%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Name Dwijendra Srivastava Pradeep Kesavan
Total AUM ₹14140 Cr ₹434274 Cr
Fund Manage 14 43
Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Others 100 100

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Others 100 8.36
Financial - 41.4
Sovereign - 20.98
Construction - 11.18
Communication - 7.6
Energy - 5.49
Capital Goods - 4.87
Consumer Staples - 0.12

Top Comparisons

Invesco India Smallcap Fund - Regular Plan - Growth Invesco India Smallcap Fund - Regular Plan - Growth

3Y Returns26.47%

VS

Baroda BNP Paribas Small Cap Fund - Regular (G) Baroda BNP Paribas Small Cap Fund - Regular (G)

3Y Returns0%

Compare Now

ITI Arbitrage Fund Regular - Growth ITI Arbitrage Fund Regular - Growth

3Y Returns5.26%

VS

Edelweiss Arbitrage Fund- Regular Plan- Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option

3Y Returns6.33%

Compare Now

Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth

3Y Returns0%

VS

Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

DSP Credit Risk Fund - Regular Plan -Growth DSP Credit Risk Fund - Regular Plan -Growth

3Y Returns10.77%

VS

HSBC Credit Risk Fund - Regular Growth HSBC Credit Risk Fund - Regular Growth

3Y Returns5.55%

Compare Now
Request call back
Add to Cart Successfully