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) | ₹22354 Cr | ₹3066 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹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 | 0.57% | 0.56% |
6 Month | 4.29% | 4.25% |
1 Year | 8% | 7.98% |
3 Year | 7.26% | 7.08% |
5 Year | 6.06% | 5.83% |
SIP Return Analysis
Scheme Name | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.17% | 2.11% |
1 Year | 8.24% | 8.2% |
3 Year | 7.6% | 7.55% |
5 Year | 6.68% | 6.61% |
Rolling Lumpsum Returns
Scheme Name | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.4% | 7.63% |
3 Year | 7.07% | 7.5% |
5 Year | 7% | 7.72% |
Risk Management
Scheme Name | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.50% | 0.62% |
Sharp | 0.83% | -0.14% |
Beta | 4.38% | 1.33% |
Alpha | -0.73% | 2.57% |
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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 | 100.27 |
Sector Allocation
Scheme Name |
HDFC Low Duration Fund - Growth |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100.27 |
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