Axis Treasury Advantage Fund vs SBI Magnum Low Duration Fund compare
SBI Magnum Low Duration Fund - Regular Plan - Growth
Axis Treasury Advantage Fund - Retail Plan - Growth Option
Chart Comparison
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 | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹14729 Cr | ₹6566 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 Jul 2007 | 03 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 A-I |
Turn Over | 24% | 0.0% |
Expense Ratio | 0.97 | 0.65 |
Manager | Pradeep Kesavan | Devang Shah |
ISIN Code | INF200K01MO2 | INF846K01479 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
1 Month | 0.59% | 0.63% |
6 Month | 4.26% | 4.43% |
1 Year | 7.88% | 8.29% |
3 Year | 7.02% | 7.35% |
5 Year | 5.57% | 5.99% |
SIP Return Analysis
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
6 Month | 2.14% | 2.23% |
1 Year | 8.22% | 8.62% |
3 Year | 7.49% | 7.83% |
5 Year | 6.51% | 6.87% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
1 Year | 7.64% | 7.67% |
3 Year | 7.5% | 7.32% |
5 Year | 8.05% | 7.37% |
Risk Management
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Standard Deviation | 0.43% | 0.41% |
Sharp | 0.63% | 1.40% |
Beta | 4.32% | 4.20% |
Alpha | -0.88% | -0.54% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 100.84 |
Sector Allocation
Scheme Name |
SBI Magnum Low Duration Fund - Regular Plan - Growth |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Others | 100 | 100.84 |
Top Comparisons
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns12.55%
Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth
3Y Returns0%
ICICI Prudential Long Term Bond Fund - Growth
3Y Returns8.53%
Nippon India Nivesh Lakshya Long Duration Fund- Growth Option
3Y Returns9.31%
HDFC Small Cap Fund Regular Growth
3Y Returns29.41%
HSBC Small Cap Fund Regular Growth
3Y Returns26.73%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns7.7%
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
3Y Returns7.7%