Axis Treasury Advantage Fund vs Kotak Low Duration Fund compare

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tortoise-icon Kotak Low Duration Fund- Regular Plan-Growth Option

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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 Kotak Low Duration Fund- Regular Plan-Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option
Fund Kotak Low Duration Fund- Regular Plan-Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹9372 Cr ₹5174 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 05 Mar 2008 15 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 B-I
Turn Over 1777.06% 0.0%
Expense Ratio 1.17 0.63
Manager Deepak Agrawal Devang Shah
ISIN Code INF178L01202 INF846K01479
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option
1 Month 0.64% 0.65%
6 Month 3.79% 3.9%
1 Year 7.34% 7.69%
3 Year 5.79% 6.2%
5 Year 5.83% 6.01%

SIP Return Analysis

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option
6 Month - -
1 Year 7.41% 7.64%
3 Year 6.68% 6.99%
5 Year 5.94% 6.23%

Rolling Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option
1 Year 7.3% 7.67%
3 Year 7.83% 7.39%
5 Year 8.07% 7.4%

Risk Management

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option
Standard Deviation 0.69% 0.62%
Sharp -0.36% 0.16%
Beta 1.37% 1.35%
Alpha 2.5% 2.8%

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Fund Managers

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option
Name Deepak Agrawal Devang Shah
Total AUM ₹150749 Cr ₹60014 Cr
Fund Manage 14 15
Kotak Low Duration Fund- Regular Plan-Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option

Market Cap

Scheme Name

Kotak Low Duration Fund- Regular Plan-Growth Option

Axis Treasury Advantage Fund - Retail Plan - Growth Option

Others 98.4 99.97

Sector Allocation

Scheme Name

Kotak Low Duration Fund- Regular Plan-Growth Option

Axis Treasury Advantage Fund - Retail Plan - Growth Option

Others 98.4 99.97

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