HSBC Low Duration Fund vs Tata Treasury Advantage Fund compare

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

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tortoise-icon HSBC Low Duration Fund - Regular Growth

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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 HSBC Low Duration Fund - Regular Growth
Fund Tata Treasury Advantage Fund - Regular Plan - Growth Option HSBC Low Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹2167 Cr ₹512 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Sep 2005 01 Jan 2013
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% 30%
Expense Ratio 0.57 0.64
Manager Abhishek Sonthalia Mahesh A Chhabria
ISIN Code INF277K01MA9 INF677K01452
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata Treasury Advantage Fund - Regular Plan - Growth Option HSBC Low Duration Fund - Regular Growth
1 Month 0.57% 0.61%
6 Month 3.67% 3.79%
1 Year 7.17% 7.31%
3 Year 5.68% 5.65%
5 Year 5.85% 5.66%

SIP Return Analysis

Scheme Name Tata Treasury Advantage Fund - Regular Plan - Growth Option HSBC Low Duration Fund - Regular Growth
6 Month - -
1 Year 3.25% 3.34%
3 Year 9.48% 9.69%
5 Year 15.18% 15.21%

Rolling Lumpsum Returns

Scheme Name Tata Treasury Advantage Fund - Regular Plan - Growth Option HSBC Low Duration Fund - Regular Growth
1 Year 5.14% 5.09%
3 Year 12.26% 12.23%
5 Year 15.55% 15.61%

Risk Management

Scheme Name Tata Treasury Advantage Fund - Regular Plan - Growth Option HSBC Low Duration Fund - Regular Growth
Standard Deviation 0.62% 0.68%
Sharp -0.14% -0.14%
Beta 1.33% 1.48%
Alpha 2.57% 2.87%

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Fund Managers

Scheme Name Tata Treasury Advantage Fund - Regular Plan - Growth Option HSBC Low Duration Fund - Regular Growth
Name Abhishek Sonthalia Mahesh A Chhabria
Total AUM ₹28928 Cr ₹15021 Cr
Fund Manage 4 9
Tata Treasury Advantage Fund - Regular Plan - Growth Option HSBC Low Duration Fund - Regular Growth

Market Cap

Scheme Name

Tata Treasury Advantage Fund - Regular Plan - Growth Option

HSBC Low Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

Tata Treasury Advantage Fund - Regular Plan - Growth Option

HSBC Low Duration Fund - Regular Growth

Others 14.64 1.18
Sovereign 6.7 8.53
Financial 75.64 64.42
Construction 0.4 3.66
Communication 1.09 6.17
Energy 1.53 12.47
Diversified - 3.04
Services - 0.53

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