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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) | ₹15421 Cr | ₹3296 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 | 0.53% | 0.54% |
| 6 Month | 4.17% | 4.16% |
| 1 Year | 7.68% | 7.85% |
| 3 Year | 7.02% | 7.09% |
| 5 Year | 5.56% | 5.81% |
SIP Return Analysis
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.98% | 2% |
| 1 Year | 8% | 8.14% |
| 3 Year | 7.45% | 7.56% |
| 5 Year | 6.52% | 6.65% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.64% | 7.63% |
| 3 Year | 7.5% | 7.5% |
| 5 Year | 8.05% | 7.72% |
Risk Management
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.43% | 0.62% |
| Sharp | 0.63% | -0.14% |
| Beta | 4.32% | 1.33% |
| Alpha | -0.88% | 2.57% |
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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 |
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