- 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
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Axis Treasury Advantage Fund vs Tata Treasury Advantage Fund compare
Tata Treasury Advantage Fund - Regular Plan - Growth Option
Axis Treasury Advantage Fund - Retail Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Fund | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹3164 Cr | ₹5444 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Sep 2005 | 03 Mar 2010 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Low Duration Fund AI Index | NIFTY Low Duration Debt Index A-I |
| Turn Over | 48.01% | 0.0% |
| Expense Ratio | 0.58 | 0.65 |
| Manager | Abhishek Sonthalia | Devang Shah |
| ISIN Code | INF277K01MA9 | INF846K01479 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 1 Month | 0.57% | 0.6% |
| 6 Month | 4.25% | 4.39% |
| 1 Year | 7.97% | 8.24% |
| 3 Year | 7.08% | 7.32% |
| 5 Year | 5.78% | 5.94% |
SIP Return Analysis
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 6 Month | 2.06% | 2.14% |
| 1 Year | 8.22% | 8.5% |
| 3 Year | 7.58% | 7.81% |
| 5 Year | 6.66% | 6.87% |
Rolling Lumpsum Returns
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 1 Year | 7.63% | 7.67% |
| 3 Year | 7.5% | 7.32% |
| 5 Year | 7.72% | 7.37% |
Risk Management
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.62% | 0.62% |
| Sharp | -0.14% | 0.16% |
| Beta | 1.33% | 1.35% |
| Alpha | 2.57% | 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 | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Name | Abhishek Sonthalia | Devang Shah |
| Total AUM | ₹28928 Cr | ₹60014 Cr |
| Funds Managed | 4 | 15 |
| Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
3Y Returns15.85%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns27.46%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.34%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns6.37%
Invesco India Corporate Bond Fund - Growth
3Y Returns7.59%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.73%
ITI Mid Cap Fund Regular - Growth
3Y Returns26.33%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns31.75%
