Aditya Birla Sun Life Low Duration Fund vs Axis Treasury Advantage Fund compare

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tortoise-icon Aditya Birla Sun Life Low Duration Fund - Growth Plan

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tortoise-icon Axis Treasury Advantage Fund - Retail Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Moderate Average
Asset Size (Cr) ₹11671 Cr ₹4820 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 01 May 1998 15 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 B-I
Turn Over 20% 0.0%
Expense Ratio 1.19 0.64
Manager Dhaval Joshi Devang Shah
ISIN Code INF209K01LQ0 INF846K01479
Exits Load Nil/365 Nil/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 0.61% 0.64%
6 Month 3.57% 3.81%
1 Year 6.8% 7.19%
3 Year 5.47% 5.75%
5 Year 5.91% 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 - -
1 Year 3.13% 3.34%
3 Year 9.3% 9.81%
5 Year 15.04% 15.69%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Low Duration Fund - Growth Plan Axis Treasury Advantage Fund - Retail Plan - Growth Option
1 Year 5.15% 5.29%
3 Year 12.21% 12.67%
5 Year 15.43% 16.08%

Risk Management

Scheme Name Aditya Birla Sun Life Low Duration Fund - Growth Plan Axis Treasury Advantage Fund - Retail Plan - Growth Option
Standard Deviation 0.59% 0.62%
Sharp -0.24% 0.16%
Beta 1.28% 1.35%
Alpha 2.42% 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
Fund Manage 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 97.7 100.02

Sector Allocation

Scheme Name

Aditya Birla Sun Life Low Duration Fund - Growth Plan

Axis Treasury Advantage Fund - Retail Plan - Growth Option

Sovereign 12.37 3.82
Financial 73.78 85.87
Communication 4.82 2.01
Others 4.35 2.25
Construction 1.97 5.15
Energy 0.41 -
Automobile - 0.46
Capital Goods - 0.46

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