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Kotak Low Duration Fund vs Tata Treasury Advantage Fund compare

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tortoise-icon Kotak Low Duration Fund- Regular Plan-Growth Option

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tortoise-icon Tata Treasury Advantage Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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