Axis Treasury Advantage Fund vs HDFC Low Duration Fund compare
HDFC Low Duration Fund - Growth
Axis Treasury Advantage Fund - Retail Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Low Duration Fund - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Fund | HDFC Low Duration Fund - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Low to Moderate |
| Asset Size (Cr) | ₹24466 Cr | ₹7517 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 19 Nov 1999 | 03 Mar 2010 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Low Duration Debt Index B-I | NIFTY Low Duration Debt Index A-I |
| Turn Over | 14.32% | 0.0% |
| Expense Ratio | 1.04 | 0.65 |
| Manager | Dhruv Muchhal | Devang Shah |
| ISIN Code | INF179K01442 | INF846K01479 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Low Duration Fund - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 1 Month | 0.59% | 0.58% |
| 6 Month | 3.27% | 3.42% |
| 1 Year | 7.39% | 7.73% |
| 3 Year | 7.29% | 7.46% |
| 5 Year | 5.92% | 5.99% |
SIP Return Analysis
| Scheme Name | HDFC Low Duration Fund - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 6 Month | 1.48% | 1.58% |
| 1 Year | 7.16% | 7.48% |
| 3 Year | 7.35% | 7.59% |
| 5 Year | 6.69% | 6.89% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Low Duration Fund - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 1 Year | 7.43% | 7.69% |
| 3 Year | 7.09% | 7.33% |
| 5 Year | 6.94% | 7.34% |
Risk Management
| Scheme Name | HDFC Low Duration Fund - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.43% | 0.62% |
| Sharp | 0.99% | 0.16% |
| Beta | 4.65% | 1.35% |
| Alpha | -0.80% | 2.8% |
Fund Managers
| Scheme Name | HDFC Low Duration Fund - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Devang Shah |
| Total AUM | ₹520687 Cr | ₹60014 Cr |
| Funds Managed | 40 | 15 |
| HDFC Low Duration Fund - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Low Duration Fund - Growth |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Low Duration Fund - Growth |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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