Axis Treasury Advantage Fund vs UTI Low Duration Fund compare
UTI Low Duration Fund- Discontinued Growth Option
Axis Treasury Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Low to Moderate |
Asset Size (Cr) | ₹3348 Cr | ₹5964 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 12 Jul 1999 | 09 Oct 2009 |
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 | 252.27% | 0.0% |
Expense Ratio | 0.44 | 0.66 |
Manager | Anurag Mittal | Devang Shah |
ISIN Code | INF789F01331 | INF846K01537 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1% | 0.98% |
6 Month | 4.13% | 4.12% |
1 Year | 7.94% | 8.09% |
3 Year | 6.61% | 6.92% |
5 Year | 6.82% | 6.21% |
SIP Return Analysis
Scheme Name | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.35% | 2.34% |
1 Year | 8.5% | 8.54% |
3 Year | 7.39% | 7.68% |
5 Year | 6.95% | 6.68% |
Rolling Lumpsum Returns
Scheme Name | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.58% | 7.77% |
3 Year | 6.9% | 7.66% |
5 Year | 7.56% | 7.86% |
Risk Management
Scheme Name | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.519% | 0.62% |
Sharp | -0.792% | 0.16% |
Beta | 3.655% | 1.35% |
Alpha | -1.02% | 2.8% |
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Fund Managers
Scheme Name | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Anurag Mittal | Devang Shah |
Total AUM | ₹35669 Cr | ₹60014 Cr |
Funds Managed | 7 | 15 |
UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
UTI Low Duration Fund- Discontinued Growth Option |
Axis Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
UTI Low Duration Fund- Discontinued Growth Option |
Axis Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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