Tata Treasury Advantage Fund vs Aditya Birla Sun Life Low Duration Fund compare
Aditya Birla Sun Life Low Duration Fund - Growth Plan
Tata Treasury Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹13097 Cr | ₹2925 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 14 May 1998 | 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 | 20% | 48.01% |
| Expense Ratio | 1.19 | 0.58 |
| Manager | Dhaval Joshi | Abhishek Sonthalia |
| ISIN Code | INF209K01LQ0 | INF277K01MA9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.55% | 0.51% |
| 6 Month | 3.25% | 3.26% |
| 1 Year | 7.17% | 7.38% |
| 3 Year | 7% | 7.19% |
| 5 Year | 5.69% | 5.79% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.9% | 0.95% |
| 1 Year | 5.71% | 5.87% |
| 3 Year | 6.68% | 6.92% |
| 5 Year | 6.26% | 6.43% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.45% | 7.66% |
| 3 Year | 7.1% | 7.44% |
| 5 Year | 6.68% | 7.64% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.39% | 0.38% |
| Sharp | 0.66% | 1.16% |
| Beta | 1.20% | 1.17% |
| Alpha | -0.86% | -0.65% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Abhishek Sonthalia |
| Total AUM | ₹361932 Cr | ₹28928 Cr |
| Funds Managed | 55 | 4 |
| Aditya Birla Sun Life Low Duration Fund - Growth Plan | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Low Duration Fund - Growth Plan |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Low Duration Fund - Growth Plan |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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