Mahindra Manulife Low Duration Fund vs Tata Treasury Advantage Fund compare
Mahindra Manulife Low Duration Fund - Regular Plan - Growth
Tata Treasury Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mahindra Manulife Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mahindra Manulife Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹599 Cr | ₹3935 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 15 Feb 2017 | 06 Sep 2005 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Low Duration Fund BI Index | CRISIL Low Duration Fund AI Index |
| Turn Over | 353% | 48.01% |
| Expense Ratio | 1.09 | 0.58 |
| Manager | Rahul Pal | Abhishek Sonthalia |
| ISIN Code | INF174V01218 | INF277K01MA9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Mahindra Manulife Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.24% | 0.22% |
| 6 Month | 2.43% | 2.48% |
| 1 Year | 6.56% | 6.8% |
| 3 Year | 6.8% | 7.04% |
| 5 Year | 5.51% | 5.83% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.1% | 1.17% |
| 1 Year | 5.56% | 5.75% |
| 3 Year | 6.66% | 6.89% |
| 5 Year | 6.28% | 6.53% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.64% | 7.61% |
| 3 Year | 5.79% | 7.4% |
| 5 Year | 5.5% | 7.59% |
Risk Management
| Scheme Name | Mahindra Manulife Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.63% | 0.62% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Mahindra Manulife Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rahul Pal | Abhishek Sonthalia |
| Total AUM | ₹3032 Cr | ₹28928 Cr |
| Funds Managed | 7 | 4 |
| Mahindra Manulife Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mahindra Manulife Low Duration Fund - Regular Plan - Growth |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Low Duration Fund - Regular Plan - Growth |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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