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) | ₹3066 Cr | ₹6566 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
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 | 0.6% | 0.63% |
6 Month | 4.25% | 4.38% |
1 Year | 8% | 8.28% |
3 Year | 7.09% | 7.34% |
5 Year | 5.83% | 5.99% |
SIP Return Analysis
Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
6 Month | 2.11% | 2.18% |
1 Year | 8.2% | 8.46% |
3 Year | 7.55% | 7.78% |
5 Year | 6.61% | 6.82% |
Rolling Lumpsum Returns
Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
1 Year | 7.63% | 7.67% |
3 Year | 7.5% | 7.32% |
5 Year | 7.72% | 7.37% |
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 | -0.14% | 0.16% |
Beta | 1.33% | 1.35% |
Alpha | 2.57% | 2.8% |
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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 | 100.27 | 100.91 |
Sector Allocation
Scheme Name |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Others | 100.27 | 100.91 |
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