Axis Treasury Advantage Fund vs Aditya Birla Sun Life Low Duration 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) | ₹14189 Cr | ₹7517 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 | 0.65 |
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 | 0.63% | 0.64% |
6 Month | 3.38% | 3.62% |
1 Year | 7.16% | 7.71% |
3 Year | 7.01% | 7.46% |
5 Year | 5.68% | 6% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
6 Month | 1.48% | 1.59% |
1 Year | 7.04% | 7.54% |
3 Year | 7.11% | 7.6% |
5 Year | 6.48% | 6.88% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
1 Year | 7.45% | 7.69% |
3 Year | 7.1% | 7.33% |
5 Year | 6.68% | 7.34% |
Risk Management
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Standard Deviation | 0.41% | 0.62% |
Sharp | 0.46% | 0.16% |
Beta | 4.35% | 1.35% |
Alpha | -0.96% | 2.8% |
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 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Low Duration Fund - Growth Plan |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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