Axis Treasury Advantage Fund vs UTI Low Duration Fund compare
UTI Low Duration Fund- Discontinued Growth Option
Axis Treasury Advantage Fund - Regular Plan - Growth Option
Chart Comparison
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 | Moderate Risk | Low to Moderate Risk |
Asset Size (Cr) | ₹3348 Cr | ₹5964 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 12 Jul 1999 | 09 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 A-I |
Turn Over | 252.27% | 0.0% |
Expense Ratio | 0.44 | 0.66 |
Manager | Anurag Mittal | Devang Shah |
ISIN Code | INF789F01331 | INF846K01537 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.61% | 0.61% |
6 Month | 3.63% | 3.65% |
1 Year | 7.28% | 7.63% |
3 Year | 6.14% | 6.5% |
5 Year | 6.59% | 5.99% |
SIP Return Analysis
Scheme Name | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 7.12% | 7.35% |
3 Year | 6.77% | 7.12% |
5 Year | 6.65% | 6.32% |
Rolling Lumpsum Returns
Scheme Name | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.58% | 7.77% |
3 Year | 6.9% | 7.66% |
5 Year | 7.56% | 7.86% |
Risk Management
Scheme Name | UTI Low Duration Fund- Discontinued Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.543% | 0.62% |
Sharp | -0.863% | 0.16% |
Beta | 3.671% | 1.35% |
Alpha | -1.031% | 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 | 100.87 |
Sector Allocation
Scheme Name |
UTI Low Duration Fund- Discontinued Growth Option |
Axis Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 13.64 | 100.87 |
Sovereign | 2.04 | - |
Financial | 81.27 | - |
Communication | 1.47 | - |
Consumer Staples | 1.59 | - |
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