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 | 0.5% | 0.56% |
| 6 Month | 3.35% | 3.62% |
| 1 Year | 7.24% | 7.7% |
| 3 Year | 7.11% | 7.44% |
| 5 Year | 5.62% | 6.02% |
SIP Return Analysis
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 6 Month | 1.38% | 1.5% |
| 1 Year | 6.82% | 7.28% |
| 3 Year | 7.16% | 7.55% |
| 5 Year | 6.53% | 6.9% |
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% | 7.71% |
| 3 Year | 7.49% | 7.33% |
| 5 Year | 8.03% | 7.33% |
Risk Management
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.38% | 0.62% |
| Sharp | 1.00% | 0.16% |
| Beta | 1.21% | 1.35% |
| Alpha | -0.75% | 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 |
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