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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 | 0.85 |
NAV | ₹30.94 | ₹42.75 |
Fund Started | 19 Jul 2007 | 13 May 2003 |
Fund Size | ₹13350.15 Cr | ₹218.47 Cr |
Exit Load | - | - |
Risk
Moderate
Moderate
Rating
4.0
4.0
Min SIP Amount
₹500
₹250
Expense Ratio
0.85
0.85
NAV
₹30.94
₹42.75
Fund Started
19 Jul 2007
13 May 2003
Fund Size
₹13350.15 Cr
₹218.47 Cr
Exit Load
-
-
Returns
1 Year | 7.66% | 7.76% |
3 Year | 6.18% | 6.28% |
5 Year | 6.03% | 7.54% |
1 Year
7.66%
7.76%
3 Year
6.18%
6.28%
5 Year
6.03%
7.54%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 16.12% | 8.37% |
Equity
0.00%
0.00%
Cash
16.12%
8.37%
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
