LIC MF LOW DURATION FUND vs Axis Treasury Advantage Fund compare
LIC MF LOW DURATION FUND-Growth
LIC MF LOW DURATION FUND-Regular Plan-Growth
Axis Treasury Advantage Fund - Retail Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|---|
| Fund | LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹1705 Cr | ₹1705 Cr | ₹7517 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 | ₹1000 |
| Launch Date | 04 Jun 2003 | 04 Jun 2003 | 03 Mar 2010 |
| Category | Low Duration | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Low Duration Fund BI Index | CRISIL Low Duration Fund BI Index | NIFTY Low Duration Debt Index A-I |
| Turn Over | % | 46% | 0.0% |
| Expense Ratio | 0.96 | 0.96 | 0.65 |
| Manager | Rahul Singh | Rahul Singh | Devang Shah |
| ISIN Code | INF767K01AO5 | INF767K01AO5 | INF846K01479 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|---|
| 1 Month | 0.46% | 0.46% | 0.53% |
| 6 Month | 3.12% | 3.12% | 3.46% |
| 1 Year | 7.1% | 7.1% | 7.7% |
| 3 Year | 6.89% | 6.89% | 7.44% |
| 5 Year | 5.58% | 5.58% | 6% |
SIP Return Analysis
| Scheme Name | LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|---|
| 6 Month | 0.94% | 0.94% | 1.01% |
| 1 Year | 5.72% | 5.72% | 6.18% |
| 3 Year | 6.65% | 6.65% | 7.18% |
| 5 Year | 6.15% | 6.15% | 6.67% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|---|
| 1 Year | 6.71% | 6.71% | 7.69% |
| 3 Year | 6.68% | 6.68% | 7.33% |
| 5 Year | 6.58% | 6.58% | 7.34% |
Risk Management
| Scheme Name | LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 0.39% | 0.39% | 0.62% |
| Sharp | 0.41% | 0.41% | 0.16% |
| Beta | 1.20% | 1.20% | 1.35% |
| Alpha | -0.96% | -0.96% | 2.8% |
Fund Managers
| Scheme Name | LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|---|
| Name | Rahul Singh | Rahul Singh | Devang Shah |
| Total AUM | ₹19760 Cr | ₹19760 Cr | ₹60014 Cr |
| Funds Managed | 9 | 9 | 15 |
| LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
Market Cap
| Scheme Name |
LIC MF LOW DURATION FUND-Growth |
LIC MF LOW DURATION FUND-Regular Plan-Growth |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
LIC MF LOW DURATION FUND-Growth |
LIC MF LOW DURATION FUND-Regular Plan-Growth |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|---|
| Others | 100 | 100 | 100 |
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