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) | ₹15556 Cr | ₹7365 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| 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 | 0.31% | 0.38% |
| 6 Month | 2.87% | 3.05% |
| 1 Year | 7.01% | 7.51% |
| 3 Year | 6.95% | 7.4% |
| 5 Year | 5.69% | 6.02% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 6 Month | 1.36% | 1.44% |
| 1 Year | 6.47% | 6.88% |
| 3 Year | 6.94% | 7.41% |
| 5 Year | 6.47% | 6.87% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 1 Year | 7.16% | 7.7% |
| 3 Year | 7.17% | 7.34% |
| 5 Year | 6.96% | 7.33% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.39% | 0.38% |
| Sharp | 0.70% | 1.79% |
| Beta | 1.23% | 1.22% |
| Alpha | -0.84% | -0.42% |
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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