Kotak Low Duration Fund vs Tata Treasury Advantage Fund compare

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

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

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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 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 Low to Moderate Low to Moderate
Asset Size (Cr) ₹11241 Cr ₹2588 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 06 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 0.58
Manager Deepak Agrawal Abhishek Sonthalia
ISIN Code INF178L01202 INF277K01MA9
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Tata Treasury Advantage Fund - Regular Plan - Growth Option
1 Month 0.48% 0.53%
6 Month 3.55% 3.57%
1 Year 7.35% 7.41%
3 Year 5.92% 6.07%
5 Year 5.82% 5.85%

SIP Return Analysis

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Tata Treasury Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.19% 7.22%
3 Year 6.71% 6.81%
5 Year 5.96% 6.06%

Rolling Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Tata Treasury Advantage Fund - Regular Plan - Growth Option
1 Year 7.3% 7.7%
3 Year 7.83% 7.58%
5 Year 8.07% 7.85%

Risk Management

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%

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Fund Managers

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

Market Cap

Scheme Name

Kotak Low Duration Fund- Regular Plan-Growth Option

Tata Treasury Advantage Fund - Regular Plan - Growth Option

Others 99.56 100

Sector Allocation

Scheme Name

Kotak Low Duration Fund- Regular Plan-Growth Option

Tata Treasury Advantage Fund - Regular Plan - Growth Option

Others 99.56 100

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