Kotak Low Duration Fund vs Tata Treasury Advantage Fund compare
Kotak Low Duration Fund- Regular Plan-Growth Option
Tata Treasury Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Low Duration Fund- Regular Plan-Growth Option | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Low to Moderate |
Asset Size (Cr) | ₹11883 Cr | ₹2377 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 06 Mar 2008 | 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 | 1777.06% | 48.01% |
Expense Ratio | 1.17 | 0.58 |
Manager | Deepak Agrawal | Abhishek Sonthalia |
ISIN Code | INF178L01202 | INF277K01MA9 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.8% | 0.71% |
6 Month | 4.06% | 4.1% |
1 Year | 7.98% | 7.99% |
3 Year | 6.9% | 6.96% |
5 Year | 5.97% | 5.96% |
SIP Return Analysis
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.32% | 2.25% |
1 Year | 8.39% | 8.32% |
3 Year | 7.44% | 7.5% |
5 Year | 6.43% | 6.53% |
Rolling Lumpsum Returns
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.31% | 7.63% |
3 Year | 7.82% | 7.54% |
5 Year | 8.05% | 7.81% |
Risk Management
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.632% | 0.62% |
Sharp | -0.653% | -0.14% |
Beta | 4.447% | 1.33% |
Alpha | -1.208% | 2.57% |
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Fund Managers
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Deepak Agrawal | Abhishek Sonthalia |
Total AUM | ₹150749 Cr | ₹28928 Cr |
Funds Managed | 14 | 4 |
Kotak Low Duration Fund- Regular Plan-Growth Option | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 99.83 |
Sector Allocation
Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 99.83 |
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