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UTI Low Duration Fund vs Tata Treasury Advantage Fund compare
Tata Treasury Advantage Fund - Regular Plan - Growth Option
UTI Low Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Treasury Advantage Fund - Regular Plan - Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹2377 Cr | ₹3348 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 06 Sep 2005 | 23 Apr 2007 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Low Duration Fund AI Index | CRISIL Low Duration Fund AI Index |
| Turn Over | 48.01% | 252.27% |
| Expense Ratio | 0.58 | 0.46 |
| Manager | Abhishek Sonthalia | Anurag Mittal |
| ISIN Code | INF277K01MA9 | INF789F01OT9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.97% | 1% |
| 6 Month | 4% | 4.13% |
| 1 Year | 7.87% | 8.18% |
| 3 Year | 6.68% | 7% |
| 5 Year | 6.04% | 7.25% |
SIP Return Analysis
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.27% | 2.35% |
| 1 Year | 8.29% | 8.62% |
| 3 Year | 7.45% | 7.73% |
| 5 Year | 6.47% | 7.34% |
Rolling Lumpsum Returns
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.63% | 8.13% |
| 3 Year | 7.54% | 7.37% |
| 5 Year | 7.81% | 7.96% |
Risk Management
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.62% | 0.514% |
| Sharp | -0.14% | 0.295% |
| Beta | 1.33% | 3.65% |
| Alpha | 2.57% | -0.618% |
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Fund Managers
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhishek Sonthalia | Anurag Mittal |
| Total AUM | ₹28928 Cr | ₹35669 Cr |
| Funds Managed | 4 | 7 |
| Tata Treasury Advantage Fund - Regular Plan - Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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