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) | ₹595 Cr | ₹3357 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 | 0.48% | 0.53% |
| 6 Month | 2.94% | 3.01% |
| 1 Year | 7.02% | 7.31% |
| 3 Year | 6.95% | 7.19% |
| 5 Year | 5.49% | 5.81% |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.38% | 1.46% |
| 1 Year | 6.48% | 6.72% |
| 3 Year | 6.98% | 7.22% |
| 5 Year | 6.4% | 6.67% |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.62% | 7.62% |
| 3 Year | 5.74% | 7.42% |
| 5 Year | 5.5% | 7.61% |
Risk Management
| Scheme Name | Mahindra Manulife Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.34% | 0.62% |
| Sharp | 0.72% | -0.14% |
| Beta | 1.06% | 1.33% |
| Alpha | -0.74% | 2.57% |
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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