Aditya Birla Sun Life Low Duration Fund vs Axis Treasury Advantage Fund compare
Aditya Birla Sun Life Low Duration Fund - Growth Plan
Axis Treasury Advantage Fund - Retail Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹12059 Cr | ₹5964 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 May 1998 | 03 Mar 2010 |
Category | Low Duration | Low Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Low Duration Fund BI Index | NIFTY Low Duration Debt Index A-I |
Turn Over | 20% | 0.0% |
Expense Ratio | 1.19 | 0.66 |
Manager | Dhaval Joshi | Devang Shah |
ISIN Code | INF209K01LQ0 | INF846K01479 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
1 Month | 0.71% | 0.8% |
6 Month | 4% | 4.32% |
1 Year | 7.64% | 8.26% |
3 Year | 6.87% | 7.29% |
5 Year | 5.87% | 6.09% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
6 Month | 2.15% | 2.31% |
1 Year | 7.98% | 8.6% |
3 Year | 7.27% | 7.78% |
5 Year | 6.41% | 6.8% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
1 Year | 7.42% | 7.67% |
3 Year | 7.14% | 7.32% |
5 Year | 6.68% | 7.37% |
Risk Management
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Standard Deviation | 0.509% | 0.62% |
Sharp | -0.767% | 0.16% |
Beta | 3.692% | 1.35% |
Alpha | -1.027% | 2.8% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Devang Shah |
Total AUM | ₹361932 Cr | ₹60014 Cr |
Funds Managed | 55 | 15 |
Aditya Birla Sun Life Low Duration Fund - Growth Plan | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Low Duration Fund - Growth Plan |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Others | 100 | 100.91 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Low Duration Fund - Growth Plan |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Others | 100 | 100.91 |
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