- 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
MF Portfolio OverlapCheck Common Stocks Before You Invest
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
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 | 0.22% | 0.27% |
| 6 Month | 2.48% | 2.69% |
| 1 Year | 6.8% | 7.16% |
| 3 Year | 7.04% | 7.29% |
| 5 Year | 5.83% | 6.05% |
SIP Return Analysis
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 6 Month | 1.17% | 1.26% |
| 1 Year | 5.75% | 6.15% |
| 3 Year | 6.89% | 7.19% |
| 5 Year | 6.53% | 6.8% |
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 |
Top Comparisons
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns16.97%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns18.37%
SBI Midcap Fund - Regular Plan - Growth
3Y Returns16.6%
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
3Y Returns23.86%
ICICI Prudential Regular Savings Fund - Plan - Growth
3Y Returns9.85%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns8.85%
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns6.37%
DSP Gilt Fund - Regular Plan - Growth
3Y Returns6.79%
