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Tata Treasury Advantage Fund vs Axis Treasury Advantage Fund compare
Tata Treasury Advantage Fund - Regular Plan - Growth Option
Axis Treasury Advantage Fund - Retail Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Fund | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹3935 Cr | ₹5979 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 06 Sep 2005 | 03 Mar 2010 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Low Duration Fund AI Index | NIFTY Low Duration Debt Index A-I |
| Turn Over | 48.01% | 0.0% |
| Expense Ratio | 0.58 | 0.65 |
| Manager | Abhishek Sonthalia | Devang Shah |
| ISIN Code | INF277K01MA9 | INF846K01479 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 1 Month | 0.26% | 0.29% |
| 6 Month | 2.51% | 2.71% |
| 1 Year | 6.78% | 7.16% |
| 3 Year | 7.06% | 7.31% |
| 5 Year | 5.85% | 6.07% |
SIP Return Analysis
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 6 Month | 0.93% | 0.98% |
| 1 Year | 5.11% | 5.42% |
| 3 Year | 6.69% | 6.96% |
| 5 Year | 6.43% | 6.68% |
Rolling Lumpsum Returns
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 1 Year | 7.61% | 7.7% |
| 3 Year | 7.4% | 7.34% |
| 5 Year | 7.59% | 7.32% |
Risk Management
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.62% | 0.62% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Name | Abhishek Sonthalia | Devang Shah |
| Total AUM | ₹28928 Cr | ₹60014 Cr |
| Funds Managed | 4 | 15 |
| Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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