Axis Treasury Advantage Fund vs UTI Low Duration Fund compare

Link copied to clipboard!

tortoise-icon UTI Low Duration Fund- Discontinued Growth Option

Invest Now

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

Invest Now

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 Moderate Low to Moderate
Asset Size (Cr) ₹3394 Cr ₹6134 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 0.63% 0.6%
6 Month 3.64% 3.71%
1 Year 7.29% 7.66%
3 Year 6.03% 6.39%
5 Year 6.62% 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 7.09% 7.36%
3 Year 6.7% 7.06%
5 Year 6.63% 6.28%

Rolling Lumpsum Returns

Scheme Name UTI Low Duration Fund- Discontinued Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
1 Year 7.66% 7.85%
3 Year 6.93% 7.69%
5 Year 7.57% 7.86%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -

Top Comparisons

SBI Magnum Gilt Fund - Regular Plan - Growth SBI Magnum Gilt Fund - Regular Plan - Growth

3Y Returns7.03%

VS

Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option

3Y Returns6.35%

Compare Now

SBI Magnum Medium Duration Fund - Regular Plan - Growth SBI Magnum Medium Duration Fund - Regular Plan - Growth

3Y Returns6.34%

VS

Nippon India Strategic Debt Fund - Growth Option Nippon India Strategic Debt Fund - Growth Option

3Y Returns5.95%

Compare Now

Tata Hybrid Equity Fund- Regular Plan - Growth Option Tata Hybrid Equity Fund- Regular Plan - Growth Option

3Y Returns10.6%

VS

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

3Y Returns6.65%

Compare Now

Sundaram ELSS Tax Saver Fund Regular Growth Sundaram ELSS Tax Saver Fund Regular Growth

3Y Returns12.11%

VS

Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

3Y Returns12.11%

Compare Now
Request call back
Add to Cart Successfully