DSP Low Duration Fund vs Tata Treasury Advantage Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon DSP Low Duration Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

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) ₹2167 Cr ₹4474 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 06 Sep 2005 01 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 B-I
Turn Over 48.01% 40%
Expense Ratio 0.57 0.62
Manager Abhishek Sonthalia Karan Mundhra
ISIN Code INF277K01MA9 INF740K018P2
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata Treasury Advantage Fund - Regular Plan - Growth Option DSP Low Duration Fund - Regular Plan - Growth
1 Month 0.56% 0.55%
6 Month 3.71% 3.73%
1 Year 7.14% 7.13%
3 Year 5.64% 5.66%
5 Year 5.86% 5.94%

SIP Return Analysis

Scheme Name Tata Treasury Advantage Fund - Regular Plan - Growth Option DSP Low Duration Fund - Regular Plan - Growth
6 Month - -
1 Year 3.25% 3.24%
3 Year 9.48% 9.54%
5 Year 15.18% 15.05%

Rolling Lumpsum Returns

Scheme Name Tata Treasury Advantage Fund - Regular Plan - Growth Option DSP Low Duration Fund - Regular Plan - Growth
1 Year 5.14% 5.04%
3 Year 12.26% 12.14%
5 Year 15.55% 15.44%

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-icons

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
Fund Manage 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

Sovereign 6.7 8.41
Others 14.64 4.74
Financial 75.64 84.34
Communication 1.09 -
Energy 1.53 -
Construction 0.4 1.3
Consumer Discretionary - 1.21

Top Comparisons

PGIM India Large and Mid Cap Fund - Regular (G) PGIM India Large and Mid Cap Fund - Regular (G)

3Y Returns0%

VS

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns23.56%

Compare Now

SBI Large & MIDCap Fund- Regular Plan -Growth SBI Large & MIDCap Fund- Regular Plan -Growth

3Y Returns20.51%

VS

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns23.56%

Compare Now

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

3Y Returns10.24%

VS

Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G) Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G)

3Y Returns0%

Compare Now

ICICI Prudential Nifty Next 50 Index Fund - Growth ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns22.98%

VS

Motilal Oswal Nifty 500 Index Fund - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan

3Y Returns18.38%

Compare Now
Request call back
Add to Cart Successfully