Aditya Birla Sun Life Low Duration Fund vs Tata Treasury Advantage Fund compare
Aditya Birla Sun Life Low Duration Fund - Growth Plan
Tata Treasury Advantage Fund - Regular Plan - Growth Option
Chart Comparison
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 | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹12059 Cr | ₹2377 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 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 | 1.19 | 0.58 |
Manager | Dhaval Joshi | Abhishek Sonthalia |
ISIN Code | INF209K01LQ0 | INF277K01MA9 |
Exits Load | Data not available./365 | Data not available./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 | 1% | 1% |
6 Month | 3.69% | 3.86% |
1 Year | 7.25% | 7.62% |
3 Year | 6.35% | 6.51% |
5 Year | 5.91% | 5.98% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.07% | 2.19% |
1 Year | 7.15% | 7.54% |
3 Year | 6.91% | 7.17% |
5 Year | 6.13% | 6.29% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.44% | 7.63% |
3 Year | 7.16% | 7.54% |
5 Year | 6.68% | 7.81% |
Risk Management
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.509% | 0.62% |
Sharp | -0.767% | -0.14% |
Beta | 3.692% | 1.33% |
Alpha | -1.027% | 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 |
Funds Managed | 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 | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Low Duration Fund - Growth Plan |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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