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) | ₹25757 Cr | ₹7365 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| 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 | 0.35% | 0.38% |
| 6 Month | 2.86% | 3.05% |
| 1 Year | 7.23% | 7.51% |
| 3 Year | 7.21% | 7.4% |
| 5 Year | 5.87% | 6.02% |
SIP Return Analysis
| Scheme Name | HDFC Low Duration Fund - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 6 Month | 1.36% | 1.44% |
| 1 Year | 6.56% | 6.88% |
| 3 Year | 7.16% | 7.41% |
| 5 Year | 6.67% | 6.87% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Low Duration Fund - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 1 Year | 7.38% | 7.7% |
| 3 Year | 7.06% | 7.34% |
| 5 Year | 7.13% | 7.33% |
Risk Management
| Scheme Name | HDFC Low Duration Fund - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.41% | 0.38% |
| Sharp | 1.23% | 1.79% |
| Beta | 1.24% | 1.22% |
| Alpha | -0.62% | -0.42% |
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 |
Top Comparisons
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns7.84%
Invesco India Corporate Bond Fund - Growth
3Y Returns7.46%
Franklin Build India Fund Growth Plan
3Y Returns24.12%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns16.57%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns15.13%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.74%
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns14.89%