Axis Treasury Advantage Fund vs Tata Treasury Advantage Fund compare

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tortoise-icon Tata Treasury Advantage Fund - Regular Plan - Growth Option

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tortoise-icon Axis Treasury Advantage Fund - Retail Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Average
Asset Size (Cr) ₹2584 Cr ₹4820 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Sep 2005 15 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 B-I
Turn Over 48.01% 0.0%
Expense Ratio 0.58 0.64
Manager Abhishek Sonthalia Devang Shah
ISIN Code INF277K01MA9 INF846K01479
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata Treasury Advantage Fund - Regular Plan - Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option
1 Month 0.63% 0.64%
6 Month 3.7% 3.78%
1 Year 7.06% 7.22%
3 Year 5.53% 5.73%
5 Year 5.93% 6.13%

SIP Return Analysis

Scheme Name Tata Treasury Advantage Fund - Regular Plan - Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option
6 Month - -
1 Year 3.25% 3.34%
3 Year 9.48% 9.81%
5 Year 15.18% 15.69%

Rolling Lumpsum Returns

Scheme Name Tata Treasury Advantage Fund - Regular Plan - Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option
1 Year 5.14% 5.29%
3 Year 12.26% 12.67%
5 Year 15.55% 16.08%

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%

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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
Fund Manage 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 100 100.02

Sector Allocation

Scheme Name

Tata Treasury Advantage Fund - Regular Plan - Growth Option

Axis Treasury Advantage Fund - Retail Plan - Growth Option

Sovereign 6.7 3.82
Others 14.64 2.25
Financial 75.64 85.87
Communication 1.09 2.01
Energy 1.53 -
Construction 0.4 5.15
Automobile - 0.46
Capital Goods - 0.46

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