Tata Treasury Advantage Fund vs SBI Magnum Low Duration Fund compare
SBI Magnum Low Duration Fund - Regular Plan - Growth
Tata Treasury Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Magnum Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹15622 Cr | ₹3430 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 Jul 2007 | 06 Sep 2005 |
Category | Low Duration | Low Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Low Duration Fund BI Index | CRISIL Low Duration Fund AI Index |
Turn Over | 24% | 48.01% |
Expense Ratio | 0.97 | 0.58 |
Manager | Pradeep Kesavan | Abhishek Sonthalia |
ISIN Code | INF200K01MO2 | INF277K01MA9 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.37% | 0.38% |
6 Month | 3.97% | 3.94% |
1 Year | 7.42% | 7.55% |
3 Year | 6.98% | 7.04% |
5 Year | 5.61% | 5.8% |
SIP Return Analysis
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.45% | 1.45% |
1 Year | 7.11% | 7.15% |
3 Year | 7.21% | 7.31% |
5 Year | 6.46% | 6.58% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.68% | 7.67% |
3 Year | 7.5% | 7.47% |
5 Year | 8.04% | 7.65% |
Risk Management
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.44% | 0.62% |
Sharp | 0.59% | -0.14% |
Beta | 4.83% | 1.33% |
Alpha | -1.04% | 2.57% |
Fund Managers
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Abhishek Sonthalia |
Total AUM | ₹434274 Cr | ₹28928 Cr |
Funds Managed | 43 | 4 |
SBI Magnum Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Magnum Low Duration Fund - Regular Plan - Growth |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Magnum Low Duration Fund - Regular Plan - Growth |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns18.04%
Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth
3Y Returns0%
DSP Regular Savings Fund- Regular Plan - Growth
3Y Returns9.71%
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns8.19%
HDFC Overnight Fund - Growth Option
3Y Returns6.32%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.35%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%
Axis Multicap Fund - Regular Plan - Growth
3Y Returns21.21%