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) | ₹625 Cr | ₹3066 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% | 0.56% |
6 Month | 4.01% | 4.24% |
1 Year | 7.64% | 7.99% |
3 Year | 6.81% | 7.08% |
5 Year | 5.42% | 5.82% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.98% | 2.11% |
1 Year | 7.78% | 8.2% |
3 Year | 7.26% | 7.55% |
5 Year | 6.29% | 6.61% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.43% | 7.63% |
3 Year | 5.55% | 7.5% |
5 Year | 5.51% | 7.72% |
Risk Management
Scheme Name | Mahindra Manulife Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.42% | 0.44% |
Sharp | 0.16% | 0.72% |
Beta | 3.99% | 4.00% |
Alpha | -0.97% | -0.74% |
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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 | 100.27 |
Sector Allocation
Scheme Name |
Mahindra Manulife Low Duration Fund - Regular Plan - Growth |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100.27 |
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