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Compare Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan vs Sundaram Short Duration Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | Moderate |
Rating | 1.0 | 4.0 |
Min SIP Amount | ₹500 | ₹250 |
Expense Ratio | 2.07 | 0.85 |
NAV | ₹12.74 | ₹42.45 |
Fund Started | 19 Feb 2019 | 13 May 2003 |
Fund Size | ₹15.71 Cr | ₹218.47 Cr |
Exit Load | - | - |
Risk
Moderate
Moderate
Rating
1.0
4.0
Min SIP Amount
₹500
₹250
Expense Ratio
2.07
0.85
NAV
₹12.74
₹42.45
Fund Started
19 Feb 2019
13 May 2003
Fund Size
₹15.71 Cr
₹218.47 Cr
Exit Load
-
-
Returns
1 Year | 5.75% | 7.66% |
3 Year | 4.12% | 6.05% |
5 Year | 4.04% | 7.54% |
1 Year
5.75%
7.66%
3 Year
4.12%
6.05%
5 Year
4.04%
7.54%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 5.59% | 8.37% |
Equity
0.00%
0.00%
Cash
5.59%
8.37%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Dhaval Joshi | Dwijendra Srivastava |
Start Date | 21 Nov 2022 | 03 Nov 2015 |
Name
Dhaval Joshi
Dwijendra Srivastava
Start Date
21 Nov 2022
03 Nov 2015
About Fund
Description | The Scheme seeks to invests in various debt securities and money market instruments issued by corporates and/or state and central government. | 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 Feb 2019 | 13 May 2003 |
Description
The Scheme seeks to invests in various debt securities and money market instruments issued by corporates and/or state and central government.
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 Feb 2019
13 May 2003
