Axis Treasury Advantage Fund vs HSBC Low Duration Fund compare
HSBC Low Duration Fund - Regular Growth
Axis Treasury Advantage Fund - Retail Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HSBC Low Duration Fund - Regular Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Fund | HSBC Low Duration Fund - Regular Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Low to Moderate |
| Asset Size (Cr) | ₹1017 Cr | ₹7517 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹0 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 04 Dec 2010 | 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 | 30% | 0.0% |
| Expense Ratio | 1.09 | 0.65 |
| Manager | Mahesh A Chhabria | Devang Shah |
| ISIN Code | INF677K01452 | INF846K01479 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Low Duration Fund - Regular Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 1 Month | 0.53% | 0.56% |
| 6 Month | 4.51% | 3.4% |
| 1 Year | 8.73% | 7.72% |
| 3 Year | 7.77% | 7.45% |
| 5 Year | 6.03% | 5.99% |
SIP Return Analysis
| Scheme Name | HSBC Low Duration Fund - Regular Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 6 Month | 1.47% | 1.54% |
| 1 Year | 8.54% | 7.39% |
| 3 Year | 8.11% | 7.56% |
| 5 Year | 7.15% | 6.88% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Low Duration Fund - Regular Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 1 Year | 7.45% | 7.69% |
| 3 Year | 7.25% | 7.33% |
| 5 Year | 7.29% | 7.34% |
Risk Management
| Scheme Name | HSBC Low Duration Fund - Regular Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.96% | 0.62% |
| Sharp | 0.95% | 0.16% |
| Beta | 8.56% | 1.35% |
| Alpha | -1.34% | 2.8% |
Fund Managers
| Scheme Name | HSBC Low Duration Fund - Regular Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Name | Mahesh A Chhabria | Devang Shah |
| Total AUM | ₹15021 Cr | ₹60014 Cr |
| Funds Managed | 9 | 15 |
| HSBC Low Duration Fund - Regular Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
Market Cap
| Scheme Name |
HSBC Low Duration Fund - Regular Growth |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HSBC Low Duration Fund - Regular Growth |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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