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) | ₹1919 Cr | ₹1919 Cr | ₹7252 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 | 0.47% | 0.47% | 0.49% |
6 Month | 3.83% | 3.83% | 4.17% |
1 Year | 7.26% | 7.26% | 7.88% |
3 Year | 6.79% | 6.79% | 7.33% |
5 Year | 5.56% | 5.56% | 6.01% |
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 | 1.44% | 1.44% | 1.58% |
1 Year | 6.96% | 6.96% | 7.57% |
3 Year | 7.02% | 7.02% | 7.59% |
5 Year | 6.29% | 6.29% | 6.83% |
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 | 6.7% | 6.7% | 7.68% |
3 Year | 6.67% | 6.67% | 7.33% |
5 Year | 6.59% | 6.59% | 7.35% |
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 | 0.44% | 0.44% | 0.62% |
Sharp | 0.06% | 0.06% | 0.16% |
Beta | 4.69% | 4.69% | 1.35% |
Alpha | -1.22% | -1.22% | 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 |
Top Comparisons
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns12.05%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.26%
ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)
3Y Returns0%
HDFC Value Fund - Growth Plan
3Y Returns19.44%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
PGIM India Large Cap Fund - Growth
3Y Returns12.87%
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns18.07%