UTI Low Duration Fund vs Axis Treasury Advantage Fund compare
UTI Low Duration Fund- Discontinued Growth Option
Axis Treasury Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹2302 Cr | ₹7517 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 12 Jul 1999 | 09 Oct 2009 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Low Duration Fund AI Index | NIFTY Low Duration Debt Index A-I |
| Turn Over | 252.27% | 0.0% |
| Expense Ratio | 0.44 | 0.66 |
| Manager | Anurag Mittal | Devang Shah |
| ISIN Code | INF789F01331 | INF846K01537 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.61% | 0.58% |
| 6 Month | 3.49% | 3.45% |
| 1 Year | 7.76% | 7.74% |
| 3 Year | 7.17% | 7.44% |
| 5 Year | 6.69% | 5.99% |
SIP Return Analysis
| Scheme Name | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.58% | 1.54% |
| 1 Year | 7.5% | 7.39% |
| 3 Year | 7.41% | 7.56% |
| 5 Year | 7.03% | 6.88% |
Rolling Lumpsum Returns
| Scheme Name | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.7% | 7.87% |
| 3 Year | 6.9% | 7.56% |
| 5 Year | 7.54% | 7.84% |
Risk Management
| Scheme Name | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.41% | 0.62% |
| Sharp | 0.85% | 0.16% |
| Beta | 4.38% | 1.35% |
| Alpha | -0.80% | 2.8% |
Fund Managers
| Scheme Name | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Anurag Mittal | Devang Shah |
| Total AUM | ₹35669 Cr | ₹60014 Cr |
| Funds Managed | 7 | 15 |
| UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
UTI Low Duration Fund- Discontinued Growth Option |
Axis Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
UTI Low Duration Fund- Discontinued Growth Option |
Axis Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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