HDFC Low Duration Fund vs Tata Treasury Advantage Fund compare
HDFC Low Duration Fund - Growth
Tata Treasury Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Low to Moderate |
| Asset Size (Cr) | ₹25685 Cr | ₹2925 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 19 Nov 1999 | 06 Sep 2005 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Low Duration Debt Index B-I | CRISIL Low Duration Fund AI Index |
| Turn Over | 14.32% | 48.01% |
| Expense Ratio | 1.04 | 0.58 |
| Manager | Dhruv Muchhal | Abhishek Sonthalia |
| ISIN Code | INF179K01442 | INF277K01MA9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.53% | 0.51% |
| 6 Month | 3.34% | 3.26% |
| 1 Year | 7.37% | 7.38% |
| 3 Year | 7.27% | 7.19% |
| 5 Year | 5.93% | 5.79% |
SIP Return Analysis
| Scheme Name | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.94% | 0.95% |
| 1 Year | 5.93% | 5.87% |
| 3 Year | 6.95% | 6.92% |
| 5 Year | 6.48% | 6.43% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.43% | 7.66% |
| 3 Year | 7.09% | 7.44% |
| 5 Year | 6.94% | 7.64% |
Risk Management
| Scheme Name | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.41% | 0.38% |
| Sharp | 1.23% | 1.16% |
| Beta | 1.21% | 1.17% |
| Alpha | -0.62% | -0.65% |
Fund Managers
| Scheme Name | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Abhishek Sonthalia |
| Total AUM | ₹520687 Cr | ₹28928 Cr |
| Funds Managed | 40 | 4 |
| HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Low Duration Fund - Growth |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Low Duration Fund - Growth |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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