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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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