Tata Treasury Advantage Fund vs HDFC Low Duration Fund compare
HDFC Low Duration Fund - Growth
Tata Treasury Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Low to Moderate |
| Asset Size (Cr) | ₹25493 Cr | ₹3357 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 19 Nov 1999 | 06 Sep 2005 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Low Duration Debt Index B-I | CRISIL Low Duration Fund AI Index |
| Turn Over | 14.32% | 48.01% |
| Expense Ratio | 1.04 | 0.58 |
| Manager | Dhruv Muchhal | Abhishek Sonthalia |
| ISIN Code | INF179K01442 | INF277K01MA9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.49% | 0.48% |
| 6 Month | 2.79% | 2.78% |
| 1 Year | 7.29% | 7.24% |
| 3 Year | 7.24% | 7.17% |
| 5 Year | 5.89% | 5.8% |
SIP Return Analysis
| Scheme Name | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.46% | 1.46% |
| 1 Year | 6.79% | 6.72% |
| 3 Year | 7.26% | 7.22% |
| 5 Year | 6.72% | 6.67% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.38% | 7.62% |
| 3 Year | 7.06% | 7.42% |
| 5 Year | 7.13% | 7.61% |
Risk Management
| Scheme Name | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.41% | 0.62% |
| Sharp | 1.23% | -0.14% |
| Beta | 1.24% | 1.33% |
| Alpha | -0.62% | 2.57% |
Fund Managers
| Scheme Name | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Abhishek Sonthalia |
| Total AUM | ₹520687 Cr | ₹28928 Cr |
| Funds Managed | 40 | 4 |
| HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Low Duration Fund - Growth |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Low Duration Fund - Growth |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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