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) | ₹1270 Cr | ₹7365 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| 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 | 0.36% | 0.38% |
| 6 Month | 2.84% | 3.05% |
| 1 Year | 8.49% | 7.51% |
| 3 Year | 7.68% | 7.4% |
| 5 Year | 6.04% | 6.02% |
SIP Return Analysis
| Scheme Name | HSBC Low Duration Fund - Regular Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 6 Month | 1.33% | 1.44% |
| 1 Year | 7.45% | 6.88% |
| 3 Year | 7.87% | 7.41% |
| 5 Year | 7.1% | 6.87% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Low Duration Fund - Regular Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 1 Year | 7.48% | 7.7% |
| 3 Year | 7.56% | 7.34% |
| 5 Year | 7.23% | 7.33% |
Risk Management
| Scheme Name | HSBC Low Duration Fund - Regular Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.96% | 0.38% |
| Sharp | 0.99% | 1.79% |
| Beta | 2.76% | 1.22% |
| Alpha | -1.55% | -0.42% |
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 |
Top Comparisons
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
3Y Returns13.22%
Sundaram Services Fund Regular Plan - Growth
3Y Returns17.56%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns7.52%
HSBC Money Market Fund - Regular Growth
3Y Returns7.23%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns7.52%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.59%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns19.28%
LIC MF Infrastructure Fund-Growth
3Y Returns25.32%