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) | ₹16764 Cr | ₹7517 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 | 0.62% | 0.63% |
6 Month | 3.35% | 3.57% |
1 Year | 7.3% | 7.73% |
3 Year | 7.15% | 7.46% |
5 Year | 5.61% | 6% |
SIP Return Analysis
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
6 Month | 1.48% | 1.59% |
1 Year | 7.13% | 7.54% |
3 Year | 7.23% | 7.6% |
5 Year | 6.52% | 6.88% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
1 Year | 7.67% | 7.69% |
3 Year | 7.49% | 7.33% |
5 Year | 8.04% | 7.34% |
Risk Management
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Standard Deviation | 0.39% | 0.62% |
Sharp | 0.82% | 0.16% |
Beta | 4.60% | 1.35% |
Alpha | -0.89% | 2.8% |
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
Kotak Consumption Fund - Regular (G)
3Y Returns0%
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
3Y Returns16.68%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns24.99%
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
3Y Returns0%
Tata Ultra Short Term Fund-Regular Plan-Growth
3Y Returns6.73%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.92%
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns17.07%
DSP Banking & Financial Services Fund - Reg (G)
3Y Returns0%