LIC MF LOW DURATION FUND vs Tata Treasury Advantage Fund compare
Tata Treasury Advantage Fund - Regular Plan - Growth Option
LIC MF LOW DURATION FUND-Growth
LIC MF LOW DURATION FUND-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth |
---|---|---|---|
Fund | Tata Treasury Advantage Fund - Regular Plan - Growth Option | LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Low to Moderate Risk | Low to Moderate Risk | Low to Moderate Risk |
Asset Size (Cr) | ₹2377 Cr | ₹1745 Cr | ₹1745 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 | ₹500 |
Launch Date | 06 Sep 2005 | 04 Jun 2003 | 04 Jun 2003 |
Category | Low Duration | Low Duration | Low Duration |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | CRISIL Low Duration Fund AI Index | CRISIL Low Duration Fund BI Index | CRISIL Low Duration Fund BI Index |
Turn Over | 48.01% | % | 46% |
Expense Ratio | 0.58 | 0.96 | 0.96 |
Manager | Abhishek Sonthalia | Rahul Singh | Rahul Singh |
ISIN Code | INF277K01MA9 | INF767K01AO5 | INF767K01AO5 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth |
---|---|---|---|
1 Month | 0.6% | 0.57% | 0.57% |
6 Month | 3.57% | 3.41% | 3.41% |
1 Year | 7.41% | 7.08% | 7.08% |
3 Year | 6.28% | 5.96% | 5.96% |
5 Year | 5.86% | 5.61% | 5.61% |
SIP Return Analysis
Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth |
---|---|---|---|
6 Month | - | - | - |
1 Year | 7.18% | 6.86% | 6.86% |
3 Year | 6.93% | 6.61% | 6.61% |
5 Year | 6.15% | 5.87% | 5.87% |
Rolling Lumpsum Returns
Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth |
---|---|---|---|
1 Year | 7.63% | 6.63% | 6.63% |
3 Year | 7.54% | 6.68% | 6.68% |
5 Year | 7.81% | 6.63% | 6.63% |
Risk Management
Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 0.62% | 0.54% | 0.54% |
Sharp | -0.14% | -1.248% | -1.248% |
Beta | 1.33% | 3.951% | 3.951% |
Alpha | 2.57% | -1.226% | -1.226% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth |
---|---|---|---|
Name | Abhishek Sonthalia | Rahul Singh | Rahul Singh |
Total AUM | ₹28928 Cr | ₹19760 Cr | ₹19760 Cr |
Fund Manage | 4 | 9 | 9 |
Tata Treasury Advantage Fund - Regular Plan - Growth Option | LIC MF LOW DURATION FUND-Growth | LIC MF LOW DURATION FUND-Regular Plan-Growth |
Market Cap
Scheme Name |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
LIC MF LOW DURATION FUND-Growth |
LIC MF LOW DURATION FUND-Regular Plan-Growth |
---|---|---|---|
Others | 100 | 99.97 | 99.97 |
Sector Allocation
Scheme Name |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
LIC MF LOW DURATION FUND-Growth |
LIC MF LOW DURATION FUND-Regular Plan-Growth |
---|---|---|---|
Others | 100 | 99.97 | 99.97 |
Top Comparisons
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.07%
Canara Robeco Overnight Fund - Regular Plan - Growth Option
3Y Returns6.11%
HDFC Dynamic PE Ratio Fund of Funds - Growth Option
3Y Returns13.4%
Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth
3Y Returns9.11%
ICICI Prudential Credit Risk Fund - Growth
3Y Returns6.92%
Nippon India Credit Risk Fund - Growth Plan
3Y Returns6.76%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns8.5%
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
3Y Returns6.47%