Tata Short Term Bond Fund vs Sundaram Short Duration Fund Regular Growth compare
Sundaram Short Duration Fund Regular Growth
Tata Short Term Bond Fund -Regular Plan- Growth Option
Chart Comparison
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Fund | Sundaram Short Duration Fund Regular Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹186 Cr | ₹2209 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹250 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 01 Jan 2013 | 08 Aug 2002 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Short duration Debt Index A-II | CRISIL Short Duration Fund AII Index |
| Turn Over | % | 0.0% |
| Expense Ratio | 0.85 | 1.18 |
| Manager | Dwijendra Srivastava | Murthy Nagarajan |
| ISIN Code | INF173K01BA3 | INF277K01972 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 0.48% | 0.44% |
| 6 Month | 4.29% | 3.81% |
| 1 Year | 8.07% | 7.44% |
| 3 Year | 5.97% | 5.45% |
| 5 Year | 6.21% | 5.72% |
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.24% | 7.51% |
| 3 Year | 7.02% | 6.56% |
| 5 Year | 6.3% | 5.74% |
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 7% | 7.08% |
| 3 Year | 7.32% | 7.06% |
| 5 Year | 7.82% | 7.68% |
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 3.92% | 1.16% |
| Sharp | 0.5% | -0.58% |
| Beta | -0.1% | 2.21% |
| Alpha | 1.76% | 3.77% |
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| Scheme Name | Sundaram Short Duration Fund Regular Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Name | Dwijendra Srivastava | Murthy Nagarajan |
| Total AUM | ₹14140 Cr | ₹18015 Cr |
| Fund Manage | 14 | 11 |
| Sundaram Short Duration Fund Regular Growth | Tata Short Term Bond Fund -Regular Plan- Growth Option |
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Others | 100 | 100 |
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Others | 100 | 6.49 |
| Sovereign | - | 24.65 |
| Construction | - | 5.34 |
| Financial | - | 58.98 |
| Services | - | 0.01 |
| Capital Goods | - | 4.27 |
| Unclassified | - | 0.26 |
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