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) | ₹2925 Cr | ₹5698 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 | 0.51% | 0.51% |
| 6 Month | 3.26% | 3.3% |
| 1 Year | 7.38% | 7.37% |
| 3 Year | 7.19% | 7.25% |
| 5 Year | 5.79% | 5.77% |
SIP Return Analysis
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | DSP Low Duration Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.95% | 0.95% |
| 1 Year | 5.87% | 5.89% |
| 3 Year | 6.92% | 6.93% |
| 5 Year | 6.43% | 6.44% |
Rolling Lumpsum Returns
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | DSP Low Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.66% | 7.01% |
| 3 Year | 7.44% | 6.89% |
| 5 Year | 7.64% | 6.1% |
Risk Management
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | DSP Low Duration Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.62% | 0.62% |
| Sharp | -0.14% | -0.12% |
| Beta | 1.33% | 1.39% |
| Alpha | 2.57% | 2.71% |
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 |
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