Axis Treasury Advantage Fund vs UTI Low Duration Fund compare

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tortoise-icon UTI Low Duration Fund- Discontinued Growth Option

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

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Chart Comparison

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

Overview

Scheme Name UTI Low Duration Fund- Discontinued Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
Fund UTI Low Duration Fund- Discontinued Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹3291 Cr ₹5174 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 12 Jul 1999 05 Oct 2009
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 252.27% 0.0%
Expense Ratio 0.38 0.63
Manager Anurag Mittal Devang Shah
ISIN Code INF789F01331 INF846K01537
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name UTI Low Duration Fund- Discontinued Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
1 Month 0.68% 0.66%
6 Month 3.43% 3.74%
1 Year 6.93% 7.5%
3 Year 6.79% 6.02%
5 Year 4.1% 6.01%

SIP Return Analysis

Scheme Name UTI Low Duration Fund- Discontinued Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.1% 3.34%
3 Year 9.62% 9.81%
5 Year 17.14% 15.66%

Rolling Lumpsum Returns

Scheme Name UTI Low Duration Fund- Discontinued Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
1 Year 5.87% 5.26%
3 Year 14.2% 12.64%
5 Year 17.48% 16.04%

Risk Management

Scheme Name UTI Low Duration Fund- Discontinued Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
Standard Deviation 2.55% 0.62%
Sharp 0.59% 0.16%
Beta -0.07% 1.35%
Alpha 1.37% 2.8%

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Fund Managers

Scheme Name UTI Low Duration Fund- Discontinued Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
Name Anurag Mittal Devang Shah
Total AUM ₹35669 Cr ₹60014 Cr
Fund Manage 7 15
UTI Low Duration Fund- Discontinued Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

UTI Low Duration Fund- Discontinued Growth Option

Axis Treasury Advantage Fund - Regular Plan - Growth Option

Others 100.01 100.02

Sector Allocation

Scheme Name

UTI Low Duration Fund- Discontinued Growth Option

Axis Treasury Advantage Fund - Regular Plan - Growth Option

Others 13.64 2.25
Sovereign 2.04 3.82
Financial 81.27 85.87
Communication 1.47 2.01
Consumer Staples 1.59 -
Construction - 5.15
Capital Goods - 0.46
Automobile - 0.46

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