Tata Short Term Bond Fund vs Axis Short Term Fund compare
Tata Short Term Bond Fund -Regular Plan- Growth Option
Axis Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹2720 Cr | ₹8781 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Aug 2002 | 22 Jan 2010 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Short Duration Fund AII Index | NIFTY Short Duration Debt Index B-II |
Turn Over | 0.0% | 0.0% |
Expense Ratio | 1.19 | 0.89 |
Manager | Murthy Nagarajan | Devang Shah |
ISIN Code | INF277K01972 | INF846K01644 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.64% | 1.81% |
6 Month | 4.66% | 4.99% |
1 Year | 8.99% | 9.55% |
3 Year | 6.63% | 7.1% |
5 Year | 5.97% | 6.54% |
SIP Return Analysis
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.87% | 3.02% |
1 Year | 9.48% | 10.14% |
3 Year | 7.73% | 8.22% |
5 Year | 6.37% | 6.9% |
Rolling Lumpsum Returns
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.14% | 7.97% |
3 Year | 7.01% | 8.11% |
5 Year | 7.67% | 8% |
Risk Management
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.085% | 0.998% |
Sharp | -0.631% | -0.16% |
Beta | 0.854% | 0.814% |
Alpha | -0.547% | -0.088% |
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Fund Managers
Scheme Name | Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Murthy Nagarajan | Devang Shah |
Total AUM | ₹18015 Cr | ₹60014 Cr |
Funds Managed | 11 | 15 |
Tata Short Term Bond Fund -Regular Plan- Growth Option | Axis Short Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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