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) | ₹577 Cr | ₹2925 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 | 0.59% | 0.63% |
6 Month | 3.37% | 3.43% |
1 Year | 7.21% | 7.42% |
3 Year | 7% | 7.21% |
5 Year | 5.46% | 5.79% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.49% | 1.49% |
1 Year | 7.02% | 7.16% |
3 Year | 7.12% | 7.33% |
5 Year | 6.38% | 6.64% |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.58% | 7.66% |
3 Year | 5.67% | 7.44% |
5 Year | 5.51% | 7.64% |
Risk Management
Scheme Name | Mahindra Manulife Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.35% | 0.62% |
Sharp | 0.56% | -0.14% |
Beta | 3.95% | 1.33% |
Alpha | -0.84% | 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 |
Top Comparisons
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns7.31%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.62%
ICICI Prudential Regular Gold Savings Fund (FOF) - Growth
3Y Returns33.92%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns37.27%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns18.09%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns14.69%
ICICI Prudential Money Market Fund Option - Growth
3Y Returns7.57%
SBI Savings Fund - Regular Plan - Growth
3Y Returns7.14%