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) | ₹651 Cr | ₹3285 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 | 0.42% | 0.36% |
6 Month | 3.92% | 3.98% |
1 Year | 7.46% | 7.69% |
3 Year | 6.84% | 7.06% |
5 Year | 5.45% | 5.8% |
SIP Return Analysis
Scheme Name | Mahindra Manulife Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.72% | 1.74% |
1 Year | 7.42% | 7.64% |
3 Year | 7.2% | 7.44% |
5 Year | 6.34% | 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 | 6.53% | 7.67% |
3 Year | 5.62% | 7.47% |
5 Year | 5.51% | 7.65% |
Risk Management
Scheme Name | Mahindra Manulife Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.39% | 0.62% |
Sharp | 0.36% | -0.14% |
Beta | 4.17% | 1.33% |
Alpha | -1.00% | 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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