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) | ₹2667 Cr | ₹5979 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| 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 | 0.26% | 0.29% |
| 6 Month | 2.73% | 2.71% |
| 1 Year | 7.18% | 7.16% |
| 3 Year | 7.06% | 7.31% |
| 5 Year | 6.81% | 6.07% |
SIP Return Analysis
| Scheme Name | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1% | 0.98% |
| 1 Year | 5.47% | 5.42% |
| 3 Year | 6.85% | 6.96% |
| 5 Year | 6.73% | 6.68% |
Rolling Lumpsum Returns
| Scheme Name | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.53% | 7.8% |
| 3 Year | 7.08% | 7.55% |
| 5 Year | 7.64% | 7.81% |
Risk Management
| Scheme Name | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.41% | 0.62% |
| Sharp | 1.06% | - |
| Beta | 1.25% | - |
| Alpha | -0.64% | - |
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 |
Top Comparisons
Invesco India Multicap Fund - Growth Option
3Y Returns15.93%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns17.95%
Kotak Silver ETF Fund of Fund - Regular Plan - Growth Option
3Y Returns0%
Axis Silver Fund of Fund -Regular Plan- Growth Option
3Y Returns60.05%
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
3Y Returns7.13%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns%
SBI Large Cap Fund-Regular Plan Growth
3Y Returns14.72%
Aditya Birla Sun Life Large Cap Fund-Growth
3Y Returns15.7%