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

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tortoise-icon Sundaram Short Duration Fund Regular Growth

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tortoise-icon SBI Short Term Debt 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 SBI Short Term Debt Fund - Regular Plan -Growth
Fund Sundaram Short Duration Fund Regular Growth SBI Short Term Debt Fund - Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹223 Cr ₹13303 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹250 ₹500
Min Addl Investment ₹500 ₹1000
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 CRISIL Short Duration Fund AII Index
Turn Over % 0.0%
Expense Ratio 0.83 0.85
Manager Dwijendra Srivastava Pradeep Kesavan
ISIN Code INF173K01BA3 INF200K01HZ8
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Term Debt Fund - Regular Plan -Growth
1 Month 0.65% 0.67%
6 Month 4.23% 4.04%
1 Year 7.97% 7.8%
3 Year 6.03% 5.86%
5 Year 6.34% 6.11%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Term Debt Fund - Regular Plan -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 Term Debt Fund - Regular Plan -Growth
1 Year 7% 7.58%
3 Year 7.32% 7.8%
5 Year 7.82% 7.95%

Risk Management

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

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Fund Managers

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

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

SBI Short Term Debt Fund - Regular Plan -Growth

Others 100 100

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

SBI Short Term Debt Fund - Regular Plan -Growth

Others 100 100

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