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 Moderate Moderate
Asset Size (Cr) ₹186 Cr ₹2209 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹250 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 01 Jan 2013 08 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 0.85 1.18
Manager Dwijendra Srivastava Murthy Nagarajan
ISIN Code INF173K01BA3 INF277K01972
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
1 Month 0.73% 0.7%
6 Month 3.81% 3.7%
1 Year 7.36% 7.14%
3 Year 7.87% 5.07%
5 Year 7.47% 5.83%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
6 Month - -
1 Year 3.22% 3.14%
3 Year 9.27% 8.8%
5 Year 15.42% 14.15%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Tata Short Term Bond Fund -Regular Plan- Growth Option
1 Year 5.59% 5.04%
3 Year 12.56% 11.38%
5 Year 15.89% 14.52%

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 6.49
Sovereign - 24.65
Construction - 5.34
Financial - 58.98
Services - 0.01
Capital Goods - 4.27
Unclassified - 0.26

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