Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon Tata Treasury Advantage Fund - Regular Plan - Growth Option

Invest Now

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 Tata Treasury Advantage Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Low Duration Fund - Growth Plan Tata Treasury Advantage Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹15556 Cr ₹3656 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 14 May 1998 06 Sep 2005
Category Low Duration Low Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Low Duration Fund BI Index CRISIL Low Duration Fund AI Index
Turn Over 20% 48.01%
Expense Ratio 1.19 0.58
Manager Dhaval Joshi Abhishek Sonthalia
ISIN Code INF209K01LQ0 INF277K01MA9
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Low Duration Fund - Growth Plan Tata Treasury Advantage Fund - Regular Plan - Growth Option
1 Month 0.28% 0.35%
6 Month 2.82% 2.81%
1 Year 6.97% 7.16%
3 Year 6.92% 7.15%
5 Year 5.69% 5.8%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Low Duration Fund - Growth Plan Tata Treasury Advantage Fund - Regular Plan - Growth Option
6 Month 1.36% 1.35%
1 Year 6.47% 6.49%
3 Year 6.94% 7.13%
5 Year 6.47% 6.62%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Low Duration Fund - Growth Plan Tata Treasury Advantage Fund - Regular Plan - Growth Option
1 Year 7.16% 7.62%
3 Year 7.17% 7.42%
5 Year 6.96% 7.61%

Risk Management

Scheme Name Aditya Birla Sun Life Low Duration Fund - Growth Plan Tata Treasury Advantage Fund - Regular Plan - Growth Option
Standard Deviation 0.59% 0.62%
Sharp -0.24% -0.14%
Beta 1.28% 1.33%
Alpha 2.42% 2.57%

Fund Managers

Scheme Name Aditya Birla Sun Life Low Duration Fund - Growth Plan Tata Treasury Advantage Fund - Regular Plan - Growth Option
Name Dhaval Joshi Abhishek Sonthalia
Total AUM ₹361932 Cr ₹28928 Cr
Funds Managed 55 4
Aditya Birla Sun Life Low Duration Fund - Growth Plan Tata Treasury Advantage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Low Duration Fund - Growth Plan

Tata Treasury Advantage Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Low Duration Fund - Growth Plan

Tata Treasury Advantage Fund - Regular Plan - Growth Option

Others 100 100

Top Comparisons

BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

Axis Banking & PSU Debt Fund - Regular Plan - Growth option Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns7.14%

Compare Now

BANDHAN Infrastructure Fund - Regular Plan - Growth BANDHAN Infrastructure Fund - Regular Plan - Growth

3Y Returns22.96%

VS

UTI Infrastructure Fund-Growth Option UTI Infrastructure Fund-Growth Option

3Y Returns17.96%

Compare Now

Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

HDFC Manufacturing Fund - Regular (G) HDFC Manufacturing Fund - Regular (G)

3Y Returns0%

Compare Now

Franklin India Floating Rate Fund - Growth Plan Franklin India Floating Rate Fund - Growth Plan

3Y Returns7.8%

VS

UTI - Floater Fund - Regular Plan  - Growth Option UTI - Floater Fund - Regular Plan - Growth Option

3Y Returns6.94%

Compare Now
Add to Cart Successfully