Tata Short Term Bond Fund vs HDFC Short Term Debt Fund compare

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tortoise-icon HDFC Short Term Debt Fund - Growth Option

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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 HDFC Short Term Debt Fund - Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option
Fund HDFC Short Term Debt Fund - Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹13070 Cr ₹2209 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Jun 2010 08 Aug 2002
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Short Duration Fund BII Index CRISIL Short Duration Fund AII Index
Turn Over 9.03% 0.0%
Expense Ratio 0.69 1.18
Manager Anil Bamboli Murthy Nagarajan
ISIN Code INF179K01CU6 INF277K01972
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Short Term Debt Fund - Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option
1 Month 0.79% 0.7%
6 Month 4.16% 3.7%
1 Year 7.95% 7.14%
3 Year 5.81% 5.07%
5 Year 6.78% 5.83%

SIP Return Analysis

Scheme Name HDFC Short Term Debt Fund - Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option
6 Month - -
1 Year 3.52% 3.14%
3 Year 9.9% 8.8%
5 Year 16.5% 14.15%

Rolling Lumpsum Returns

Scheme Name HDFC Short Term Debt Fund - Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option
1 Year 5.89% 5.04%
3 Year 13.32% 11.38%
5 Year 16.93% 14.52%

Risk Management

Scheme Name HDFC Short Term Debt Fund - Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option
Standard Deviation 1.02% 1.16%
Sharp 0.05% -0.58%
Beta 1.98% 2.21%
Alpha 4.01% 3.77%

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Fund Managers

Scheme Name HDFC Short Term Debt Fund - Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option
Name Anil Bamboli Murthy Nagarajan
Total AUM ₹135442 Cr ₹18015 Cr
Fund Manage 12 11
HDFC Short Term Debt Fund - Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option

Market Cap

Scheme Name

HDFC Short Term Debt Fund - Growth Option

Tata Short Term Bond Fund -Regular Plan- Growth Option

Others 98.17 100

Sector Allocation

Scheme Name

HDFC Short Term Debt Fund - Growth Option

Tata Short Term Bond Fund -Regular Plan- Growth Option

Others 3.81 6.49
Sovereign 24.52 24.65
Construction 4.83 5.34
Energy 3.62 -
Financial 52.82 58.98
Metals & Mining 0.76 -
Communication 6.11 -
Consumer Staples 0.56 -
Capital Goods 1.14 4.27
Services - 0.01
Unclassified - 0.26

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