LIC MF LOW DURATION FUND vs Axis Treasury Advantage Fund compare

LIC MF LOW DURATION FUND vs Axis Treasury Advantage Fund compare

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LIC MF LOW DURATION FUND-Growth

LIC MF LOW DURATION FUND-Regular Plan-Growth

Axis Treasury Advantage Fund - Retail Plan - Growth Option

Chart Comparison

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

Overview

Scheme Name	LIC MF LOW DURATION FUND-Growth	LIC MF LOW DURATION FUND-Regular Plan-Growth	Axis Treasury Advantage Fund - Retail Plan - Growth Option
Fund	LIC MF LOW DURATION FUND-Growth	LIC MF LOW DURATION FUND-Regular Plan-Growth	Axis Treasury Advantage Fund - Retail Plan - Growth Option
Investment Plan	Growth	Growth	Growth
Level of Risk	Low to Moderate	Low to Moderate	Low to Moderate
Asset Size (Cr)	₹1123 Cr	₹1123 Cr	₹5174 Cr
Min Investment	₹5000	₹5000	₹5000
Min SIP Invesment	₹1000	₹1000	₹1000
Min Addl Investment	₹500	₹500	₹1000
Launch Date	04 Jun 2003	04 Jun 2003	15 Mar 2010
Category	Low Duration	Low Duration	Low Duration
Fund Type	Open-ended	Open-Ended	Open Ended
Benchmark	CRISIL Low Duration Fund BI Index	CRISIL Low Duration Fund BI Index	NIFTY Low Duration Debt Index B-I
Turn Over	%	46%	0.0%
Expense Ratio	0.96	0.96	0.63
Manager	Rahul Singh	Rahul Singh	Devang Shah
ISIN Code	INF767K01AO5	INF767K01AO5	INF846K01479
Exits Load	Nil/365	Nil/365	Nil/365

Trailing Lumpsum Returns

Scheme Name	LIC MF LOW DURATION FUND-Growth	LIC MF LOW DURATION FUND-Regular Plan-Growth	Axis Treasury Advantage Fund - Retail Plan - Growth Option
1 Month	0.54%	0.54%	0.58%
6 Month	3.53%	3.53%	3.8%
1 Year	6.82%	6.82%	7.33%
3 Year	5.36%	5.36%	5.86%
5 Year	5.61%	5.61%	6.02%

SIP Return Analysis

Scheme Name	LIC MF LOW DURATION FUND-Growth	LIC MF LOW DURATION FUND-Regular Plan-Growth	Axis Treasury Advantage Fund - Retail Plan - Growth Option
6 Month	-	-	-
1 Year	3.1%	3.1%	3.34%
3 Year	9.01%	9.01%	9.81%
5 Year	14.45%	14.45%	15.69%

Rolling Lumpsum Returns

Scheme Name	LIC MF LOW DURATION FUND-Growth	LIC MF LOW DURATION FUND-Regular Plan-Growth	Axis Treasury Advantage Fund - Retail Plan - Growth Option
1 Year	4.96%	4.96%	5.29%
3 Year	11.68%	11.68%	12.67%
5 Year	14.79%	14.79%	16.08%

Risk Management

Scheme Name	LIC MF LOW DURATION FUND-Growth	LIC MF LOW DURATION FUND-Regular Plan-Growth	Axis Treasury Advantage Fund - Retail Plan - Growth Option
Standard Deviation	0.59%	0.59%	0.62%
Sharp	-0.67%	-0.67%	0.16%
Beta	1.32%	1.32%	1.35%
Alpha	2.24%	2.24%	2.8%

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Fund Managers

Scheme Name	LIC MF LOW DURATION FUND-Growth	LIC MF LOW DURATION FUND-Regular Plan-Growth	Axis Treasury Advantage Fund - Retail Plan - Growth Option
Name	Rahul Singh	Rahul Singh	Devang Shah
Total AUM	₹19760 Cr	₹19760 Cr	₹60014 Cr
Fund Manage	9	9	15
	LIC MF LOW DURATION FUND-Growth	LIC MF LOW DURATION FUND-Regular Plan-Growth	Axis Treasury Advantage Fund - Retail Plan - Growth Option

Market Cap

Scheme Name	LIC MF LOW DURATION FUND-Growth	LIC MF LOW DURATION FUND-Regular Plan-Growth	Axis Treasury Advantage Fund - Retail Plan - Growth Option
Others	99.97	99.97	99.97

Sector Allocation

Scheme Name	LIC MF LOW DURATION FUND-Growth	LIC MF LOW DURATION FUND-Regular Plan-Growth	Axis Treasury Advantage Fund - Retail Plan - Growth Option
Financial	81.64	81.64	-
Construction	3.47	3.47	-
Sovereign	5.13	5.13	-
Others	6.44	6.44	99.97
Energy	3.29	3.29	-

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