Kotak Low Duration Fund vs Axis Treasury Advantage Fund compare

Link copied to clipboard!

tortoise-icon Kotak Low Duration Fund- Regular Plan-Growth Option

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option
Fund Kotak Low Duration Fund- Regular Plan-Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹10178 Cr ₹5174 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 05 Mar 2008 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 1777.06% 0.0%
Expense Ratio 1.17 0.63
Manager Deepak Agrawal Devang Shah
ISIN Code INF178L01202 INF846K01479
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option
1 Month 0.53% 0.6%
6 Month 3.64% 3.8%
1 Year 6.84% 7.31%
3 Year 5.47% 5.9%
5 Year 5.88% 6.03%

SIP Return Analysis

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option
6 Month - -
1 Year 3.15% 3.34%
3 Year 9.23% 9.81%
5 Year 14.89% 15.69%

Rolling Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option
1 Year 5.15% 5.29%
3 Year 12.07% 12.67%
5 Year 15.31% 16.08%

Risk Management

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option
Standard Deviation 0.69% 0.62%
Sharp -0.36% 0.16%
Beta 1.37% 1.35%
Alpha 2.5% 2.8%

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 Kotak Low Duration Fund- Regular Plan-Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option
Name Deepak Agrawal Devang Shah
Total AUM ₹150749 Cr ₹60014 Cr
Fund Manage 14 15
Kotak Low Duration Fund- Regular Plan-Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option

Market Cap

Scheme Name

Kotak Low Duration Fund- Regular Plan-Growth Option

Axis Treasury Advantage Fund - Retail Plan - Growth Option

Others 98.4 99.97

Sector Allocation

Scheme Name

Kotak Low Duration Fund- Regular Plan-Growth Option

Axis Treasury Advantage Fund - Retail Plan - Growth Option

Others 98.4 99.97

Top Comparisons

SBI Dynamic Bond Fund - Regular Plan - Growth SBI Dynamic Bond Fund - Regular Plan - Growth

3Y Returns6.25%

VS

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns5.37%

Compare Now

HDFC Medium Term Debt Fund - Growth Option HDFC Medium Term Debt Fund - Growth Option

3Y Returns5.54%

VS

SBI Magnum Medium Duration Fund - Regular Plan - Growth SBI Magnum Medium Duration Fund - Regular Plan - Growth

3Y Returns5.76%

Compare Now

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

3Y Returns5.53%

VS

Nippon India Ultra Short Duration Fund- Growth Option Nippon India Ultra Short Duration Fund- Growth Option

3Y Returns5.83%

Compare Now

SBI Savings Fund - Regular Plan - Growth SBI Savings Fund - Regular Plan - Growth

3Y Returns5.68%

VS

Tata Money Market Fund-Regular Plan - Growth Option Tata Money Market Fund-Regular Plan - Growth Option

3Y Returns6.23%

Compare Now
Request call back
Add to Cart Successfully