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Compare Sundaram Short Duration Fund vs SBI Short Term Debt 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 | ₹250 | ₹500 |
Expense Ratio | 1.14 | 0.85 |
NAV | ₹43.99 | ₹31.85 |
Fund Started | 13 May 2003 | 19 Jul 2007 |
Fund Size | ₹201.91 Cr | ₹13958.73 Cr |
Exit Load | - | - |
Risk
Moderate
Moderate
Rating
4.0
4.0
Min SIP Amount
₹250
₹500
Expense Ratio
1.14
0.85
NAV
₹43.99
₹31.85
Fund Started
13 May 2003
19 Jul 2007
Fund Size
₹201.91 Cr
₹13958.73 Cr
Exit Load
-
-
Returns
1 Year | 9.29% | 9.23% |
3 Year | 6.98% | 6.93% |
5 Year | 8.34% | 6.23% |
1 Year
9.29%
9.23%
3 Year
6.98%
6.93%
5 Year
8.34%
6.23%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 6.28% | 13.87% |
Equity
0.00%
0.00%
Cash
6.28%
13.87%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Dwijendra Srivastava | Rajeev Radhakrishnan |
Start Date | 03 Nov 2015 | 12 Dec 2022 |
Name
Dwijendra Srivastava
Rajeev Radhakrishnan
Start Date
03 Nov 2015
12 Dec 2022
About Fund
Description | 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. | 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. |
Launch Date | 13 May 2003 | 19 Jul 2007 |
Description
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.
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.
Launch Date
13 May 2003
19 Jul 2007