Tata Short Term Bond Fund vs DSP Short Term Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon DSP Short Term Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option DSP Short Term Fund - Regular Plan - Growth
Fund Tata Short Term Bond Fund -Regular Plan- Growth Option DSP Short Term Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹2209 Cr ₹2809 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 08 Aug 2002 10 Sep 2002
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Short Duration Fund AII Index CRISIL Short Duration Fund AII Index
Turn Over 0.0% 0.0%
Expense Ratio 1.18 0.96
Manager Murthy Nagarajan Laukik Bagwe
ISIN Code INF277K01972 INF740K01656
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option DSP Short Term Fund - Regular Plan - Growth
1 Month 0.44% 0.52%
6 Month 3.81% 4.15%
1 Year 7.44% 7.76%
3 Year 5.45% 5.55%
5 Year 5.72% 5.77%

SIP Return Analysis

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option DSP Short Term Fund - Regular Plan - Growth
6 Month - -
1 Year 7.51% 7.93%
3 Year 6.56% 6.71%
5 Year 5.74% 5.85%

Rolling Lumpsum Returns

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option DSP Short Term Fund - Regular Plan - Growth
1 Year 7.08% 6.73%
3 Year 7.06% 6.84%
5 Year 7.68% 7.24%

Risk Management

Scheme Name Tata Short Term Bond Fund -Regular Plan- Growth Option DSP Short Term Fund - Regular Plan - Growth
Standard Deviation 1.16% 1.11%
Sharp -0.58% -0.59%
Beta 2.21% 2.14%
Alpha 3.77% 3.64%

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 Tata Short Term Bond Fund -Regular Plan- Growth Option DSP Short Term Fund - Regular Plan - Growth
Name Murthy Nagarajan Laukik Bagwe
Total AUM ₹18015 Cr ₹12579 Cr
Fund Manage 11 10
Tata Short Term Bond Fund -Regular Plan- Growth Option DSP Short Term Fund - Regular Plan - Growth

Market Cap

Scheme Name

Tata Short Term Bond Fund -Regular Plan- Growth Option

DSP Short Term Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Tata Short Term Bond Fund -Regular Plan- Growth Option

DSP Short Term Fund - Regular Plan - Growth

Others 6.49 1.23
Sovereign 24.65 41.44
Construction 5.34 1.67
Financial 58.98 42.23
Services 0.01 -
Capital Goods 4.27 3.55
Unclassified 0.26 -
Energy - 2.68
Consumer Discretionary - 3.51
Communication - 3.69

Top Comparisons

ICICI Prudential Bharat Consumption Fund - Growth Option ICICI Prudential Bharat Consumption Fund - Growth Option

3Y Returns17.44%

VS

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

3Y Returns16.21%

Compare Now

Kotak Equity Opportunities Fund - Growth Kotak Equity Opportunities Fund - Growth

3Y Returns17.81%

VS

Sundaram Large and Midcap Fund Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth

3Y Returns13.2%

Compare Now

Mahindra Manulife Focused Fund - Regular Plan - Growth Mahindra Manulife Focused Fund - Regular Plan - Growth

3Y Returns17.79%

VS

HDFC Focused 30 Fund - GROWTH PLAN HDFC Focused 30 Fund - GROWTH PLAN

3Y Returns22.84%

Compare Now

Invesco India Money Market Fund - Growth Invesco India Money Market Fund - Growth

3Y Returns5.98%

VS

DSP Savings Fund - Regular Plan - Growth DSP Savings Fund - Regular Plan - Growth

3Y Returns6.03%

Compare Now
Request call back
Add to Cart Successfully