Axis Treasury Advantage Fund vs SBI Magnum Low Duration Fund compare

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tortoise-icon SBI Magnum Low Duration Fund - Regular Plan - Growth

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tortoise-icon Axis Treasury Advantage Fund - Retail Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Magnum Low Duration Fund - Regular Plan - Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
Fund SBI Magnum Low Duration Fund - Regular Plan - Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Average
Asset Size (Cr) ₹10218 Cr ₹4820 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Jul 2007 15 Mar 2010
Category Low Duration Low Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Low Duration Fund BI Index NIFTY Low Duration Debt Index B-I
Turn Over 24% 0.0%
Expense Ratio 1.02 0.64
Manager Pradeep Kesavan Devang Shah
ISIN Code INF200K01MO2 INF846K01479
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Low Duration Fund - Regular Plan - Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
1 Month 0.63% 0.64%
6 Month 3.62% 3.78%
1 Year 6.98% 7.23%
3 Year 5.42% 5.75%
5 Year 5.65% 6.12%

SIP Return Analysis

Scheme Name SBI Magnum Low Duration Fund - Regular Plan - Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
6 Month - -
1 Year 3.2% 3.34%
3 Year 9.34% 9.81%
5 Year 14.59% 15.69%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Low Duration Fund - Regular Plan - Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
1 Year 4.87% 5.29%
3 Year 11.75% 12.67%
5 Year 14.98% 16.08%

Risk Management

Scheme Name SBI Magnum Low Duration Fund - Regular Plan - Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
Standard Deviation 0.62% 0.62%
Sharp -0.34% 0.16%
Beta 1.38% 1.35%
Alpha 2.56% 2.8%

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Fund Managers

Scheme Name SBI Magnum Low Duration Fund - Regular Plan - Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
Name Pradeep Kesavan Devang Shah
Total AUM ₹434274 Cr ₹60014 Cr
Fund Manage 43 15
SBI Magnum Low Duration Fund - Regular Plan - Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option

Market Cap

Scheme Name

SBI Magnum Low Duration Fund - Regular Plan - Growth

Axis Treasury Advantage Fund - Retail Plan - Growth Option

Others 100 100.02

Sector Allocation

Scheme Name

SBI Magnum Low Duration Fund - Regular Plan - Growth

Axis Treasury Advantage Fund - Retail Plan - Growth Option

Sovereign 15.31 3.82
Financial 63.8 85.87
Construction 14.82 5.15
Communication 4.11 2.01
Energy 2.63 -
Consumer Staples 1.03 -
Capital Goods 1.75 0.46
Diversified 0.51 -
Others -3.96 2.25
Automobile - 0.46

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