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) | ₹12944 Cr | ₹5444 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 | 0.61% | 0.64% |
6 Month | 4.28% | 4.47% |
1 Year | 7.93% | 8.28% |
3 Year | 7.05% | 7.33% |
5 Year | 5.7% | 5.96% |
SIP Return Analysis
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
6 Month | 2.12% | 2.18% |
1 Year | 8.22% | 8.54% |
3 Year | 7.48% | 7.82% |
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% | 0.62% |
Sharp | 0.74% | 0.16% |
Beta | 3.90% | 1.35% |
Alpha | -0.70% | 2.8% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Sector Allocation
Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
HSBC Medium to Long Duration Fund - Regular Growth
3Y Returns6.71%
UTI Medium to Long Duration Fund- Regular Plan - Growth
3Y Returns7.61%
DSP Banking & Financial Services Fund - Reg (G)
3Y Returns0%
Mirae Asset Banking and Financial Services Fund Regular Growth
3Y Returns22.24%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns23.12%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns24.4%
ICICI Prudential Exports & Services Fund - Growth
3Y Returns23.7%
Sundaram Services Fund Regular Plan - Growth
3Y Returns22.94%