Sundaram Short Duration Fund Regular Growth vs Tata Short Term Bond Fund compare

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tortoise-icon Sundaram Short Duration Fund Regular Growth

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tortoise-icon Tata Short Term Bond Fund -Regular Plan- 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 Tata Short Term Bond Fund -Regular Plan- Growth Option
Fund Sundaram Short Duration Fund Regular Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹223 Cr ₹2904 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹250 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 09 May 2003 09 Aug 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 0.83 1.19
Manager Dwijendra Srivastava Murthy Nagarajan
ISIN Code INF173K01BA3 INF277K01972
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
1 Month 0.65% 0.62%
6 Month 4.23% 3.75%
1 Year 7.97% 7.38%
3 Year 6.03% 5.54%
5 Year 6.34% 5.85%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
6 Month - -
1 Year 7.82% 7.12%
3 Year 7.03% 6.58%
5 Year 6.3% 5.73%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
1 Year 7% 7.08%
3 Year 7.32% 7.06%
5 Year 7.82% 7.68%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
Standard Deviation 3.92% 1.16%
Sharp 0.5% -0.58%
Beta -0.1% 2.21%
Alpha 1.76% 3.77%

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Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
Name Dwijendra Srivastava Murthy Nagarajan
Total AUM ₹14140 Cr ₹18015 Cr
Fund Manage 14 11
Sundaram Short Duration Fund Regular Growth Tata Short Term Bond Fund -Regular Plan- Growth Option

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

Tata Short Term Bond Fund -Regular Plan- Growth Option

Others 100 100

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

Tata Short Term Bond Fund -Regular Plan- Growth Option

Others 100 100

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