- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹12254 Cr | ₹5964 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 | 0.66 |
| 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 | 0.98% | 0.98% |
| 6 Month | 3.93% | 4.12% |
| 1 Year | 7.74% | 8.09% |
| 3 Year | 6.61% | 6.92% |
| 5 Year | 5.73% | 6.21% |
SIP Return Analysis
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 6 Month | 2.26% | 2.34% |
| 1 Year | 8.15% | 8.54% |
| 3 Year | 7.35% | 7.68% |
| 5 Year | 6.32% | 6.68% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 1 Year | 7.68% | 7.67% |
| 3 Year | 7.51% | 7.35% |
| 5 Year | 8.06% | 7.38% |
Risk Management
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.549% | 0.62% |
| Sharp | -0.743% | 0.16% |
| Beta | 4.186% | 1.35% |
| Alpha | -1.121% | 2.8% |
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 |
Sector Allocation
| Scheme Name |
SBI Magnum Low Duration Fund - Regular Plan - Growth |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns14.76%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns14.76%
ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)
3Y Returns0%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns18.4%
ICICI Prudential Dividend Yield Equity Fund Growth Option
3Y Returns23.46%
HDFC Dividend Yield Fund - Growth Plan
3Y Returns18.49%
Bandhan Retirement Fund - Regular (G)
3Y Returns0%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
3Y Returns14.53%
