DSP Low Duration Fund vs Tata Treasury Advantage Fund compare
Tata Treasury Advantage Fund - Regular Plan - Growth Option
DSP Low Duration Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | DSP Low Duration Fund - Regular Plan - Growth |
---|---|---|
Fund | Tata Treasury Advantage Fund - Regular Plan - Growth Option | DSP Low Duration Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹3164 Cr | ₹5592 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 06 Sep 2005 | 10 Mar 2015 |
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% | 40% |
Expense Ratio | 0.58 | 0.61 |
Manager | Abhishek Sonthalia | Karan Mundhra |
ISIN Code | INF277K01MA9 | INF740K018P2 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | DSP Low Duration Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.52% | 0.51% |
6 Month | 4.28% | 4.29% |
1 Year | 7.97% | 7.95% |
3 Year | 7.08% | 7.1% |
5 Year | 5.79% | 5.7% |
SIP Return Analysis
Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | DSP Low Duration Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.08% | 2.08% |
1 Year | 8.24% | 8.21% |
3 Year | 7.58% | 7.58% |
5 Year | 6.65% | 6.65% |
Rolling Lumpsum Returns
Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | DSP Low Duration Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.63% | 6.97% |
3 Year | 7.5% | 6.76% |
5 Year | 7.72% | 6.12% |
Risk Management
Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | DSP Low Duration Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.41% | 0.43% |
Sharp | 0.87% | 0.86% |
Beta | 3.90% | 4.27% |
Alpha | -0.68% | -0.77% |
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 | DSP Low Duration Fund - Regular Plan - Growth |
---|---|---|
Name | Abhishek Sonthalia | Karan Mundhra |
Total AUM | ₹28928 Cr | ₹22743 Cr |
Funds Managed | 4 | 6 |
Tata Treasury Advantage Fund - Regular Plan - Growth Option | DSP Low Duration Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
DSP Low Duration Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
DSP Low Duration Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns23.75%
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
3Y Returns16.54%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns20.54%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns22.03%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns19.43%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns18.33%
Franklin India Floating Rate Fund - Growth Plan
3Y Returns8.03%
ICICI Prudential Floating Interest Fund - Growth
3Y Returns8.24%