Tata Short Term Bond Fund vs Aditya Birla Sun Life Short Term Fund compare
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Tata Short Term Bond Fund -Regular Plan- Growth Option
Chart Comparison
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 Risk | Moderate Risk |
Asset Size (Cr) | ₹8141 Cr | ₹2720 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 | 0.95 | 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 | 0.63% | 0.54% |
6 Month | 3.72% | 3.37% |
1 Year | 7.7% | 7.18% |
3 Year | 6.47% | 5.8% |
5 Year | 6.73% | 5.65% |
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 | 7.63% | 7.02% |
3 Year | 7.25% | 6.72% |
5 Year | 6.57% | 5.81% |
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 | 7.11% | 7.14% |
3 Year | 7.54% | 7.01% |
5 Year | 8.01% | 7.67% |
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 | 0.954% | 1.089% |
Sharp | 0.057% | -0.582% |
Beta | 0.73% | 0.844% |
Alpha | 0.042% | -0.563% |
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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 | - |
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