Aditya Birla Sun Life Short Term Fund vs Axis Short Term Fund compare
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Axis Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹8141 Cr | ₹8781 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 May 2003 | 22 Jan 2010 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Short Duration Debt Index B-II | NIFTY Short Duration Debt Index B-II |
Turn Over | 78% | 0.0% |
Expense Ratio | 0.95 | 0.89 |
Manager | Dhaval Joshi | Devang Shah |
ISIN Code | INF209K01942 | INF846K01644 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.96% | 1.02% |
6 Month | 5.24% | 5.42% |
1 Year | 9.53% | 9.72% |
3 Year | 7.66% | 7.64% |
5 Year | 7.04% | 6.45% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.03% | 2.11% |
1 Year | 8.36% | 8.61% |
3 Year | 7.82% | 7.9% |
5 Year | 6.86% | 6.76% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.19% | 7.98% |
3 Year | 7.51% | 8.06% |
5 Year | 7.95% | 7.98% |
Risk Management
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.946% | 0.998% |
Sharp | 0.02% | -0.16% |
Beta | 0.744% | 0.814% |
Alpha | 0.064% | -0.088% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Devang Shah |
Total AUM | ₹361932 Cr | ₹60014 Cr |
Funds Managed | 55 | 15 |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | Axis Short Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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