Axis Treasury Advantage Fund vs HSBC Low Duration Fund compare

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tortoise-icon HSBC Low Duration Fund - Regular Growth

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tortoise-icon Axis Treasury Advantage Fund - Retail Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name HSBC Low Duration Fund - Regular Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
Fund HSBC Low Duration Fund - Regular Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹420 Cr ₹6134 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Dec 2010 03 Mar 2010
Category Low Duration Low Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Low Duration Debt Index B-I NIFTY Low Duration Debt Index A-I
Turn Over 30% 0.0%
Expense Ratio 0.63 0.66
Manager Mahesh A Chhabria Devang Shah
ISIN Code INF677K01452 INF846K01479
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HSBC Low Duration Fund - Regular Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
1 Month 0.59% 0.63%
6 Month 3.7% 3.86%
1 Year 7.58% 7.77%
3 Year 6.11% 6.3%
5 Year 5.75% 6.04%

SIP Return Analysis

Scheme Name HSBC Low Duration Fund - Regular Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
6 Month - -
1 Year 7.23% 7.47%
3 Year 6.91% 7.04%
5 Year 6.09% 6.26%

Rolling Lumpsum Returns

Scheme Name HSBC Low Duration Fund - Regular Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
1 Year 7.38% 7.67%
3 Year 7.98% 7.39%
5 Year 7.57% 7.4%

Risk Management

Scheme Name HSBC Low Duration Fund - Regular Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
Standard Deviation 0.68% 0.62%
Sharp -0.14% 0.16%
Beta 1.48% 1.35%
Alpha 2.87% 2.8%

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Fund Managers

Scheme Name HSBC Low Duration Fund - Regular Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
Name Mahesh A Chhabria Devang Shah
Total AUM ₹15021 Cr ₹60014 Cr
Fund Manage 9 15
HSBC Low Duration Fund - Regular Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option

Market Cap

Scheme Name

HSBC Low Duration Fund - Regular Growth

Axis Treasury Advantage Fund - Retail Plan - Growth Option

Others 100 100.87

Sector Allocation

Scheme Name

HSBC Low Duration Fund - Regular Growth

Axis Treasury Advantage Fund - Retail Plan - Growth Option

Others 1.18 100.87
Sovereign 8.53 -
Financial 64.42 -
Diversified 3.04 -
Energy 12.47 -
Construction 3.66 -
Services 0.53 -
Communication 6.17 -

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