Axis Treasury Advantage Fund vs Tata Treasury Advantage Fund compare
Tata Treasury Advantage Fund - Regular Plan - Growth Option
Axis Treasury Advantage Fund - Retail Plan - Growth Option
Chart Comparison
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Fund | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹2167 Cr | ₹5174 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 06 Sep 2005 | 15 Mar 2010 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Low Duration Fund AI Index | NIFTY Low Duration Debt Index B-I |
| Turn Over | 48.01% | 0.0% |
| Expense Ratio | 0.57 | 0.63 |
| Manager | Abhishek Sonthalia | Devang Shah |
| ISIN Code | INF277K01MA9 | INF846K01479 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 1 Month | 0.6% | 0.64% |
| 6 Month | 3.7% | 3.83% |
| 1 Year | 7.19% | 7.38% |
| 3 Year | 5.63% | 5.84% |
| 5 Year | 5.88% | 6.05% |
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.25% | 3.34% |
| 3 Year | 9.48% | 9.81% |
| 5 Year | 15.18% | 15.69% |
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| 1 Year | 5.14% | 5.29% |
| 3 Year | 12.26% | 12.67% |
| 5 Year | 15.55% | 16.08% |
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.62% | 0.62% |
| Sharp | -0.14% | 0.16% |
| Beta | 1.33% | 1.35% |
| Alpha | 2.57% | 2.8% |
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| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Name | Abhishek Sonthalia | Devang Shah |
| Total AUM | ₹28928 Cr | ₹60014 Cr |
| Fund Manage | 4 | 15 |
| Tata Treasury Advantage Fund - Regular Plan - Growth Option | Axis Treasury Advantage Fund - Retail Plan - Growth Option |
| Scheme Name |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.97 |
| Scheme Name |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
|---|---|---|
| Sovereign | 6.7 | - |
| Others | 14.64 | 99.97 |
| Financial | 75.64 | - |
| Communication | 1.09 | - |
| Energy | 1.53 | - |
| Construction | 0.4 | - |
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