Axis Treasury Advantage Fund vs SBI Magnum Low Duration Fund compare
SBI Magnum Low Duration Fund - Regular Plan - Growth
Axis Treasury Advantage Fund - Retail Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Fund | SBI Magnum Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate Risk | Low to Moderate Risk |
Asset Size (Cr) | ₹12254 Cr | ₹5964 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 Jul 2007 | 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 | 24% | 0.0% |
Expense Ratio | 0.97 | 0.66 |
Manager | Pradeep Kesavan | Devang Shah |
ISIN Code | INF200K01MO2 | INF846K01479 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
1 Month | 0.57% | 0.61% |
6 Month | 3.39% | 3.65% |
1 Year | 7.21% | 7.63% |
3 Year | 6.15% | 6.5% |
5 Year | 5.55% | 5.99% |
SIP Return Analysis
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 6.92% | 7.36% |
3 Year | 6.79% | 7.14% |
5 Year | 5.96% | 6.34% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
1 Year | 7.68% | 7.67% |
3 Year | 7.51% | 7.35% |
5 Year | 8.06% | 7.38% |
Risk Management
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Standard Deviation | 0.564% | 0.62% |
Sharp | -0.758% | 0.16% |
Beta | 4.261% | 1.35% |
Alpha | -1.121% | 2.8% |
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Fund Managers
Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Devang Shah |
Total AUM | ₹434274 Cr | ₹60014 Cr |
Fund Manage | 43 | 15 |
SBI Magnum Low Duration Fund - Regular Plan - Growth | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
Market Cap
Scheme Name |
SBI Magnum Low Duration Fund - Regular Plan - Growth |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Others | 100.42 | 100.87 |
Sector Allocation
Scheme Name |
SBI Magnum Low Duration Fund - Regular Plan - Growth |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
---|---|---|
Others | 100.42 | 100.87 |
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