- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnStockshaalaResourceInvesting GuideEvents
- Partner
- Support
Products
Platform
Research
Market
Learn
Compare SBI Short Term Debt Fund vs Sundaram Short Duration Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | Moderate |
Rating | 4.0 | 4.0 |
Min SIP Amount | ₹500 | ₹250 |
Expense Ratio | 0.85 | 1.14 |
NAV | ₹31.84 | ₹43.92 |
Fund Started | 19 Jul 2007 | 13 May 2003 |
Fund Size | ₹13958.73 Cr | ₹201.91 Cr |
Exit Load | - | - |
Risk
Moderate
Moderate
Rating
4.0
4.0
Min SIP Amount
₹500
₹250
Expense Ratio
0.85
1.14
NAV
₹31.84
₹43.92
Fund Started
19 Jul 2007
13 May 2003
Fund Size
₹13958.73 Cr
₹201.91 Cr
Exit Load
-
-
Returns
1 Year | 9.27% | 9.32% |
3 Year | 6.92% | 6.97% |
5 Year | 6.23% | 8.33% |
1 Year
9.27%
9.32%
3 Year
6.92%
6.97%
5 Year
6.23%
8.33%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 13.87% | 6.28% |
Equity
0.00%
0.00%
Cash
13.87%
6.28%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Rajeev Radhakrishnan | Dwijendra Srivastava |
Start Date | 12 Dec 2022 | 03 Nov 2015 |
Name
Rajeev Radhakrishnan
Dwijendra Srivastava
Start Date
12 Dec 2022
03 Nov 2015
About Fund
Description | The scheme seeks to provide investors an opportunity to generate regular income through investments in a portfolio comprising predominantly of debt instruments which are rated not below investment grade and money market instruments such that the Macaulay duration of the portfolio is between 1 year and 3 years. | The fund aims to generate income and capital appreciation from a portfolio of debt and money market instruments. The fund can be slotted between a cash fund and a bond fund. |
Launch Date | 19 Jul 2007 | 13 May 2003 |
Description
The scheme seeks to provide investors an opportunity to generate regular income through investments in a portfolio comprising predominantly of debt instruments which are rated not below investment grade and money market instruments such that the Macaulay duration of the portfolio is between 1 year and 3 years.
The fund aims to generate income and capital appreciation from a portfolio of debt and money market instruments. The fund can be slotted between a cash fund and a bond fund.
Launch Date
19 Jul 2007
13 May 2003