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Kotak Low Duration Fund vs Axis Treasury Advantage Fund compare
Kotak Low Duration Fund- Regular Plan-Growth Option
Axis Treasury Advantage Fund - Retail Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Fund | Kotak Low Duration Fund- Regular Plan-Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹12904 Cr | ₹6566 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 06 Mar 2008 | 03 Mar 2010 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Low Duration Debt Index B-I | NIFTY Low Duration Debt Index A-I |
| Turn Over | 1777.06% | 0.0% |
| Expense Ratio | 1.17 | 0.65 |
| Manager | Deepak Agrawal | Devang Shah |
| ISIN Code | INF178L01202 | INF846K01479 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 1 Month | 0.59% | 0.63% |
| 6 Month | 4.24% | 4.43% |
| 1 Year | 7.94% | 8.29% |
| 3 Year | 7.08% | 7.35% |
| 5 Year | 5.73% | 5.99% |
SIP Return Analysis
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 6 Month | 2.16% | 2.23% |
| 1 Year | 8.29% | 8.62% |
| 3 Year | 7.5% | 7.83% |
| 5 Year | 6.53% | 6.87% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 1 Year | 7.32% | 7.67% |
| 3 Year | 7.81% | 7.32% |
| 5 Year | 8% | 7.37% |
Risk Management
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.42% | 0.41% |
| Sharp | 0.74% | 1.40% |
| Beta | 3.90% | 4.20% |
| Alpha | -0.70% | -0.54% |
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Fund Managers
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Name | Deepak Agrawal | Devang Shah |
| Total AUM | ₹150749 Cr | ₹60014 Cr |
| Funds Managed | 14 | 15 |
| Kotak Low Duration Fund- Regular Plan-Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Others | 100 | 100.84 |
Sector Allocation
| Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Others | 100 | 100.84 |
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