DSP Low Duration Fund vs Tata Treasury Advantage Fund compare
Tata Treasury Advantage Fund - Regular Plan - Growth Option
DSP Low Duration Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | DSP Low Duration Fund - Regular Plan - Growth |
---|---|---|
Fund | Tata Treasury Advantage Fund - Regular Plan - Growth Option | DSP Low Duration Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹2377 Cr | ₹5167 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 06 Sep 2005 | 10 Mar 2015 |
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 | 48.01% | 40% |
Expense Ratio | 0.58 | 0.6 |
Manager | Abhishek Sonthalia | Karan Mundhra |
ISIN Code | INF277K01MA9 | INF740K018P2 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | DSP Low Duration Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.14% | 1.11% |
6 Month | 4.01% | 3.99% |
1 Year | 7.89% | 7.88% |
3 Year | 6.66% | 6.7% |
5 Year | 5.99% | 5.86% |
SIP Return Analysis
Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | DSP Low Duration Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.24% | 2.23% |
1 Year | 8.2% | 8.16% |
3 Year | 7.42% | 7.42% |
5 Year | 6.44% | 6.43% |
Rolling Lumpsum Returns
Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | DSP Low Duration Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.63% | 6.95% |
3 Year | 7.54% | 6.86% |
5 Year | 7.81% | 6.13% |
Risk Management
Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | DSP Low Duration Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.62% | 0.62% |
Sharp | -0.14% | -0.12% |
Beta | 1.33% | 1.39% |
Alpha | 2.57% | 2.71% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | DSP Low Duration Fund - Regular Plan - Growth |
---|---|---|
Name | Abhishek Sonthalia | Karan Mundhra |
Total AUM | ₹28928 Cr | ₹22743 Cr |
Funds Managed | 4 | 6 |
Tata Treasury Advantage Fund - Regular Plan - Growth Option | DSP Low Duration Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
DSP Low Duration Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
DSP Low Duration Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
UTI Flexi Cap Fund - Growth Option
3Y Returns8.51%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns16.76%
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
3Y Returns11.36%
Tata Young Citizens Fund -Regular Plan-Growth Option
3Y Returns13.15%
ICICI Prudential Exports & Services Fund - Growth
3Y Returns19.35%
Sundaram Services Fund Regular Plan - Growth
3Y Returns17.06%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns7.64%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns7.64%