Aditya Birla Sun Life Low Duration Fund vs Tata Treasury Advantage Fund compare

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tortoise-icon Aditya Birla Sun Life Low Duration Fund - Growth Plan

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tortoise-icon Tata Treasury Advantage Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Low Duration Fund - Growth Plan Tata Treasury Advantage Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Low Duration Fund - Growth Plan Tata Treasury Advantage Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹10806 Cr ₹2167 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 May 1998 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 20% 48.01%
Expense Ratio 1.22 0.57
Manager Dhaval Joshi Abhishek Sonthalia
ISIN Code INF209K01LQ0 INF277K01MA9
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Low Duration Fund - Growth Plan Tata Treasury Advantage Fund - Regular Plan - Growth Option
1 Month 0.56% 0.57%
6 Month 3.56% 3.67%
1 Year 6.88% 7.17%
3 Year 5.54% 5.68%
5 Year 5.84% 5.85%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Low Duration Fund - Growth Plan Tata Treasury Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.13% 3.25%
3 Year 9.3% 9.48%
5 Year 15.04% 15.18%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Low Duration Fund - Growth Plan Tata Treasury Advantage Fund - Regular Plan - Growth Option
1 Year 5.15% 5.14%
3 Year 12.21% 12.26%
5 Year 15.43% 15.55%

Risk Management

Scheme Name Aditya Birla Sun Life Low Duration Fund - Growth Plan Tata Treasury Advantage Fund - Regular Plan - Growth Option
Standard Deviation 0.59% 0.62%
Sharp -0.24% -0.14%
Beta 1.28% 1.33%
Alpha 2.42% 2.57%

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Fund Managers

Scheme Name Aditya Birla Sun Life Low Duration Fund - Growth Plan Tata Treasury Advantage Fund - Regular Plan - Growth Option
Name Dhaval Joshi Abhishek Sonthalia
Total AUM ₹361932 Cr ₹28928 Cr
Fund Manage 55 4
Aditya Birla Sun Life Low Duration Fund - Growth Plan Tata Treasury Advantage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Low Duration Fund - Growth Plan

Tata Treasury Advantage Fund - Regular Plan - Growth Option

Others 97.7 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Low Duration Fund - Growth Plan

Tata Treasury Advantage Fund - Regular Plan - Growth Option

Others 4.35 14.64
Sovereign 12.37 6.7
Construction 1.97 0.4
Financial 73.78 75.64
Communication 4.82 1.09
Energy 0.41 1.53

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