Kotak Low Duration Fund vs Tata Treasury Advantage Fund compare
Kotak Low Duration Fund- Regular Plan-Growth Option
Tata Treasury Advantage Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Low Duration Fund- Regular Plan-Growth Option | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹10178 Cr | ₹2167 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 05 Mar 2008 | 06 Sep 2005 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Low Duration Debt Index B-I | CRISIL Low Duration Fund AI Index |
| Turn Over | 1777.06% | 48.01% |
| Expense Ratio | 1.17 | 0.57 |
| Manager | Deepak Agrawal | Abhishek Sonthalia |
| ISIN Code | INF178L01202 | INF277K01MA9 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.53% | 0.56% |
| 6 Month | 3.65% | 3.69% |
| 1 Year | 6.91% | 7.14% |
| 3 Year | 5.44% | 5.65% |
| 5 Year | 5.88% | 5.85% |
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.15% | 3.25% |
| 3 Year | 9.23% | 9.48% |
| 5 Year | 14.89% | 15.18% |
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.15% | 5.14% |
| 3 Year | 12.07% | 12.26% |
| 5 Year | 15.31% | 15.55% |
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.69% | 0.62% |
| Sharp | -0.36% | -0.14% |
| Beta | 1.37% | 1.33% |
| Alpha | 2.5% | 2.57% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Deepak Agrawal | Abhishek Sonthalia |
| Total AUM | ₹150749 Cr | ₹28928 Cr |
| Fund Manage | 14 | 4 |
| Kotak Low Duration Fund- Regular Plan-Growth Option | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
| Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 98.4 | 100 |
| Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 98.4 | 14.64 |
| Sovereign | - | 6.7 |
| Financial | - | 75.64 |
| Communication | - | 1.09 |
| Energy | - | 1.53 |
| Construction | - | 0.4 |
Top Comparisons
SBI Long Duration Fund - Regular Plan - Growth
3Y Returns0%
SBI Long Duration Fund - Regular Plan - Growth
3Y Returns0%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns4.97%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.67%
UTI MMF - Regular Plan - Growth Option
3Y Returns6.22%
Edelweiss Money Market Fund - Regular Plan - Growth Option
3Y Returns5.13%
ICICI Prudential Overnight Fund - Growth
3Y Returns5.55%
Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns5.54%