- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Magnum Low Duration Fund vs Axis Treasury Advantage Fund compare
SBI Low Duration Fund - Regular Plan - Growth
Axis Treasury Advantage Fund - Retail Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Fund | SBI Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Low to Moderate |
| Asset Size (Cr) | ₹16698 Cr | ₹7365 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 27 Jul 2007 | 03 Mar 2010 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Low Duration Fund BI Index | NIFTY Low Duration Debt Index A-I |
| Turn Over | 24% | 0.0% |
| Expense Ratio | 0.97 | 0.65 |
| Manager | Pradeep Kesavan | Devang Shah |
| ISIN Code | INF200K01MO2 | INF846K01479 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 1 Month | 0.31% | 0.35% |
| 6 Month | 2.72% | 3.01% |
| 1 Year | 7.03% | 7.48% |
| 3 Year | 7.01% | 7.38% |
| 5 Year | 5.62% | 6.03% |
SIP Return Analysis
| Scheme Name | SBI Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 6 Month | 1.3% | 1.44% |
| 1 Year | 6.38% | 6.88% |
| 3 Year | 7% | 7.41% |
| 5 Year | 6.5% | 6.87% |
Rolling Lumpsum Returns
| Scheme Name | SBI Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 1 Year | 7.61% | 7.7% |
| 3 Year | 7.48% | 7.34% |
| 5 Year | 8.02% | 7.33% |
Risk Management
| Scheme Name | SBI Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.62% | 0.62% |
| Sharp | -0.34% | 0.16% |
| Beta | 1.38% | 1.35% |
| Alpha | 2.56% | 2.8% |
Fund Managers
| Scheme Name | SBI Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Devang Shah |
| Total AUM | ₹434274 Cr | ₹60014 Cr |
| Funds Managed | 43 | 15 |
| SBI Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Low Duration Fund - Regular Plan - Growth |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Low Duration Fund - Regular Plan - Growth |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
3Y Returns33.24%
Axis Gold Fund - Regular Plan - Growth Option
3Y Returns33.09%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns22.04%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns24.43%
Tata Equity Savings Fund -Regular Plan-Growth Option
3Y Returns9.77%
DSP Equity Savings Fund - Regular Plan - Growth
3Y Returns9.91%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.25%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns21.57%
