- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
INVESCO INDIA LOW DURATION FUND vs Tata Treasury Advantage Fund compare
INVESCO INDIA LOW DURATION FUND - Regular - Growth
Tata Treasury Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Low to Moderate |
| Asset Size (Cr) | ₹1673 Cr | ₹2377 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Jan 2007 | 06 Sep 2005 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Low Duration Debt Index A-I | CRISIL Low Duration Fund AI Index |
| Turn Over | 0.0% | 48.01% |
| Expense Ratio | 0.6 | 0.58 |
| Manager | Krishna Venkat Cheemalapati | Abhishek Sonthalia |
| ISIN Code | INF205K01HT0 | INF277K01MA9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.03% | 1.14% |
| 6 Month | 3.65% | 4.01% |
| 1 Year | 7.16% | 7.89% |
| 3 Year | 6.01% | 6.66% |
| 5 Year | 5.27% | 5.99% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.03% | 2.24% |
| 1 Year | 7.44% | 8.2% |
| 3 Year | 6.77% | 7.42% |
| 5 Year | 5.76% | 6.44% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.42% | 7.63% |
| 3 Year | 7.07% | 7.54% |
| 5 Year | 7.36% | 7.81% |
Risk Management
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.65% | 0.62% |
| Sharp | -1.15% | -0.14% |
| Beta | 1.42% | 1.33% |
| Alpha | 2.1% | 2.57% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | INVESCO INDIA LOW DURATION FUND - Regular - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Abhishek Sonthalia |
| Total AUM | ₹24743 Cr | ₹28928 Cr |
| Funds Managed | 19 | 4 |
| INVESCO INDIA LOW DURATION FUND - Regular - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
INVESCO INDIA LOW DURATION FUND - Regular - Growth |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LOW DURATION FUND - Regular - Growth |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns7.24%
DSP Corporate Bond Fund - Regular - Growth
3Y Returns6.53%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns14.47%
Quant Large Cap Fund Regular - Growth
3Y Returns0%
Tata ELSS Tax Saver Fund-Growth-Regular Plan
3Y Returns14.39%
Axis ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns10.73%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns13.39%
Nippon India Innovation Fund - Regular (G)
3Y Returns0%
