- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹14044 Cr | ₹2925 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 | 0.56% | 0.55% |
| 6 Month | 3.28% | 3.26% |
| 1 Year | 7.28% | 7.38% |
| 3 Year | 7.1% | 7.19% |
| 5 Year | 5.66% | 5.79% |
SIP Return Analysis
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.9% | 0.95% |
| 1 Year | 5.78% | 5.87% |
| 3 Year | 6.8% | 6.92% |
| 5 Year | 6.3% | 6.43% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.35% | 7.66% |
| 3 Year | 7.78% | 7.44% |
| 5 Year | 7.95% | 7.64% |
Risk Management
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.41% | 0.62% |
| Sharp | 0.83% | -0.14% |
| Beta | 1.26% | 1.33% |
| Alpha | -0.82% | 2.57% |
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 | 100 |
Sector Allocation
| Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Canara Robeco Value Fund - Regular Plan - Growth Option
3Y Returns17.1%
Quant Value Fund Regular - Growth
3Y Returns21.49%
WhiteOak Capital Liquid Fund- Regular plan-Growth Option
3Y Returns6.85%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns7.03%
SBI Magnum Gilt Fund - Regular Plan - Growth
3Y Returns7.52%
SBI Magnum Gilt Fund - Growth - PF (Regular) Option
3Y Returns7.53%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns21.33%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns15.32%
