Axis Treasury Advantage Fund vs Aditya Birla Sun Life Low Duration Fund compare
Aditya Birla Sun Life Low Duration Fund - Growth Plan
Axis Treasury Advantage Fund - Retail Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹12059 Cr | ₹5964 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 May 1998 | 03 Mar 2010 |
Category | Low Duration | Low Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Low Duration Fund BI Index | NIFTY Low Duration Debt Index A-I |
Turn Over | 20% | 0.0% |
Expense Ratio | 1.19 | 0.66 |
Manager | Dhaval Joshi | Devang Shah |
ISIN Code | INF209K01LQ0 | INF846K01479 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
1 Month | 1% | 1.04% |
6 Month | 3.69% | 3.97% |
1 Year | 7.25% | 7.86% |
3 Year | 6.35% | 6.72% |
5 Year | 5.91% | 6.12% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
6 Month | 2.07% | 2.26% |
1 Year | 7.15% | 7.79% |
3 Year | 6.91% | 7.39% |
5 Year | 6.13% | 6.49% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
1 Year | 7.44% | 7.67% |
3 Year | 7.16% | 7.35% |
5 Year | 6.68% | 7.38% |
Risk Management
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Standard Deviation | 0.509% | 0.62% |
Sharp | -0.767% | 0.16% |
Beta | 3.692% | 1.35% |
Alpha | -1.027% | 2.8% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Low Duration Fund - Growth Plan | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Devang Shah |
Total AUM | ₹361932 Cr | ₹60014 Cr |
Funds Managed | 55 | 15 |
Aditya Birla Sun Life Low Duration Fund - Growth Plan | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Low Duration Fund - Growth Plan |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Low Duration Fund - Growth Plan |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
ITI Focused Equity Fund Regular - Growth
3Y Returns0%
Nippon India Focused Equity Fund -Growth Plan -Growth Option
3Y Returns11.88%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns15.64%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns14.42%
ICICI Prudential Savings Fund - Growth
3Y Returns7.15%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns6.44%
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns12.31%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns13.67%