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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) | ₹16764 Cr | ₹2925 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 | 0.5% | 0.51% |
| 6 Month | 3.23% | 3.26% |
| 1 Year | 7.27% | 7.38% |
| 3 Year | 7.13% | 7.19% |
| 5 Year | 5.61% | 5.79% |
SIP Return Analysis
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.94% | 0.95% |
| 1 Year | 5.84% | 5.87% |
| 3 Year | 6.83% | 6.92% |
| 5 Year | 6.32% | 6.43% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.67% | 7.66% |
| 3 Year | 7.49% | 7.44% |
| 5 Year | 8.04% | 7.64% |
Risk Management
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.38% | 0.38% |
| Sharp | 1.00% | 1.16% |
| Beta | 1.21% | 1.17% |
| Alpha | -0.75% | -0.65% |
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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