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) | ₹3125 Cr | ₹7252 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 | 0.47% | 0.45% |
6 Month | 4.18% | 4.18% |
1 Year | 7.8% | 7.91% |
3 Year | 7.04% | 7.33% |
5 Year | 6.68% | 6.01% |
SIP Return Analysis
Scheme Name | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.56% | 1.58% |
1 Year | 7.55% | 7.56% |
3 Year | 7.38% | 7.59% |
5 Year | 6.99% | 6.83% |
Rolling Lumpsum Returns
Scheme Name | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.64% | 7.82% |
3 Year | 6.89% | 7.58% |
5 Year | 7.55% | 7.84% |
Risk Management
Scheme Name | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.47% | 0.62% |
Sharp | 0.52% | 0.16% |
Beta | 4.73% | 1.35% |
Alpha | -0.97% | 2.8% |
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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