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) | ₹848 Cr | ₹7449 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 | 0.4% | 0.4% |
6 Month | 5.34% | 4.14% |
1 Year | 8.95% | 7.92% |
3 Year | 7.61% | 7.31% |
5 Year | 6.05% | 5.99% |
SIP Return Analysis
Scheme Name | HSBC Low Duration Fund - Regular Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
6 Month | 1.86% | 1.7% |
1 Year | 9.18% | 7.78% |
3 Year | 8.24% | 7.65% |
5 Year | 7.12% | 6.84% |
Rolling Lumpsum Returns
Scheme Name | HSBC Low Duration Fund - Regular Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
1 Year | 7.44% | 7.68% |
3 Year | 7.2% | 7.33% |
5 Year | 7.35% | 7.35% |
Risk Management
Scheme Name | HSBC Low Duration Fund - Regular Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Standard Deviation | 0.98% | 0.62% |
Sharp | 0.87% | 0.16% |
Beta | 8.56% | 1.35% |
Alpha | -1.48% | 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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