HSBC Low Duration Fund vs Axis Treasury Advantage Fund compare

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tortoise-icon HSBC Low Duration Fund - Regular Growth

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

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Chart Comparison

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

Overview

Scheme Name HSBC Low Duration Fund - Regular Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
Fund HSBC Low Duration Fund - Regular Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹512 Cr ₹5174 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Jan 2013 15 Mar 2010
Category Low Duration Low Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Low Duration Debt Index B-I NIFTY Low Duration Debt Index B-I
Turn Over 30% 0.0%
Expense Ratio 0.64 0.63
Manager Mahesh A Chhabria Devang Shah
ISIN Code INF677K01452 INF846K01479
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HSBC Low Duration Fund - Regular Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
1 Month 0.61% 0.58%
6 Month 3.79% 3.82%
1 Year 7.31% 7.33%
3 Year 5.65% 5.84%
5 Year 5.66% 6.02%

SIP Return Analysis

Scheme Name HSBC Low Duration Fund - Regular Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
6 Month - -
1 Year 3.34% 3.34%
3 Year 9.69% 9.81%
5 Year 15.21% 15.69%

Rolling Lumpsum Returns

Scheme Name HSBC Low Duration Fund - Regular Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
1 Year 5.09% 5.29%
3 Year 12.23% 12.67%
5 Year 15.61% 16.08%

Risk Management

Scheme Name HSBC Low Duration Fund - Regular Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
Standard Deviation 0.68% 0.62%
Sharp -0.14% 0.16%
Beta 1.48% 1.35%
Alpha 2.87% 2.8%

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Fund Managers

Scheme Name HSBC Low Duration Fund - Regular Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option
Name Mahesh A Chhabria Devang Shah
Total AUM ₹15021 Cr ₹60014 Cr
Fund Manage 9 15
HSBC Low Duration Fund - Regular Growth Axis Treasury Advantage Fund - Retail Plan - Growth Option

Market Cap

Scheme Name

HSBC Low Duration Fund - Regular Growth

Axis Treasury Advantage Fund - Retail Plan - Growth Option

Others 100 99.97

Sector Allocation

Scheme Name

HSBC Low Duration Fund - Regular Growth

Axis Treasury Advantage Fund - Retail Plan - Growth Option

Energy 12.47 -
Financial 64.42 -
Communication 6.17 -
Sovereign 8.53 -
Construction 3.66 -
Diversified 3.04 -
Others 1.18 99.97
Services 0.53 -

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