Tata Short Term Bond Fund vs Aditya Birla Sun Life Short Term Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Invest Now

tortoise-icon Tata Short Term Bond Fund -Regular Plan- Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Tata Short Term Bond Fund -Regular Plan- Growth Option
Fund Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Tata Short Term Bond Fund -Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹8924 Cr ₹2904 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹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 B-II CRISIL Short Duration Fund AII Index
Turn Over 78% 0.0%
Expense Ratio 1.01 1.19
Manager Dhaval Joshi Murthy Nagarajan
ISIN Code INF209K01942 INF277K01972
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Tata Short Term Bond Fund -Regular Plan- Growth Option
1 Month 0.72% 0.62%
6 Month 4.12% 3.75%
1 Year 7.96% 7.38%
3 Year 6.21% 5.54%
5 Year 6.76% 5.85%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Tata Short Term Bond Fund -Regular Plan- Growth Option
6 Month - -
1 Year 7.77% 7.12%
3 Year 7.12% 6.58%
5 Year 6.53% 5.73%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Tata Short Term Bond Fund -Regular Plan- Growth Option
1 Year 7.08% 7.08%
3 Year 7.57% 7.06%
5 Year 8.02% 7.68%

Risk Management

Scheme Name Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Tata Short Term Bond Fund -Regular Plan- Growth Option
Standard Deviation 0.99% 1.16%
Sharp 0.06% -0.58%
Beta 1.74% 2.21%
Alpha 3.54% 3.77%

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 Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Tata Short Term Bond Fund -Regular Plan- Growth Option
Name Dhaval Joshi Murthy Nagarajan
Total AUM ₹361932 Cr ₹18015 Cr
Fund Manage 55 11
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Tata Short Term Bond Fund -Regular Plan- Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Tata Short Term Bond Fund -Regular Plan- Growth Option

Others 100.07 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Tata Short Term Bond Fund -Regular Plan- Growth Option

Others 4.03 100
Sovereign 31.81 -
Energy 0.9 -
Construction 9.39 -
Financial 49.15 -
Services 0.34 -
Communication 4.45 -

Top Comparisons

Edelweiss Equity Savings Fund - Regular Plan - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option

3Y Returns9.58%

VS

Axis Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth

3Y Returns8.44%

Compare Now

Franklin India Prima Fund-Growth Franklin India Prima Fund-Growth

3Y Returns22.69%

VS

Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

3Y Returns20.75%

Compare Now

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns6.64%

VS

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

3Y Returns6.34%

Compare Now

HDFC Dividend Yield Fund - Growth Plan HDFC Dividend Yield Fund - Growth Plan

3Y Returns20.35%

VS

Tata Dividend Yield Fund-Regular Plan-Growth Tata Dividend Yield Fund-Regular Plan-Growth

3Y Returns16.25%

Compare Now
Request call back
Add to Cart Successfully