Mahindra Manulife Low Duration Fund vs Tata Treasury Advantage Fund compare

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tortoise-icon Mahindra Manulife Low Duration Fund - Regular Plan - Growth

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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 Mahindra Manulife Low Duration Fund - Regular Plan - Growth Tata Treasury Advantage Fund - Regular Plan - Growth Option
Fund Mahindra Manulife Low Duration Fund - Regular Plan - Growth Tata Treasury Advantage Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹479 Cr ₹2167 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 15 Feb 2017 06 Sep 2005
Category Low Duration Low Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Low Duration Fund BI Index CRISIL Low Duration Fund AI Index
Turn Over 353% 48.01%
Expense Ratio 1.09 0.57
Manager Rahul Pal Abhishek Sonthalia
ISIN Code INF174V01218 INF277K01MA9
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Low Duration Fund - Regular Plan - Growth Tata Treasury Advantage Fund - Regular Plan - Growth Option
1 Month 0.6% 0.56%
6 Month 3.58% 3.71%
1 Year 6.91% 7.14%
3 Year 5.33% 5.64%
5 Year 5.37% 5.86%

SIP Return Analysis

Scheme Name Mahindra Manulife Low Duration Fund - Regular Plan - Growth Tata Treasury Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.15% 3.25%
3 Year 9.1% 9.48%
5 Year 14.12% 15.18%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Low Duration Fund - Regular Plan - Growth Tata Treasury Advantage Fund - Regular Plan - Growth Option
1 Year 4.69% 5.14%
3 Year 11.34% 12.26%
5 Year 14.47% 15.55%

Risk Management

Scheme Name Mahindra Manulife Low Duration Fund - Regular Plan - Growth Tata Treasury Advantage Fund - Regular Plan - Growth Option
Standard Deviation 0.63% 0.62%
Sharp -0.66% -0.14%
Beta 1.38% 1.33%
Alpha 2.34% 2.57%

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Fund Managers

Scheme Name Mahindra Manulife Low Duration Fund - Regular Plan - Growth Tata Treasury Advantage Fund - Regular Plan - Growth Option
Name Rahul Pal Abhishek Sonthalia
Total AUM ₹3032 Cr ₹28928 Cr
Fund Manage 7 4
Mahindra Manulife Low Duration Fund - Regular Plan - Growth Tata Treasury Advantage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Mahindra Manulife Low Duration Fund - Regular Plan - Growth

Tata Treasury Advantage Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Mahindra Manulife Low Duration Fund - Regular Plan - Growth

Tata Treasury Advantage Fund - Regular Plan - Growth Option

Others 100 14.64
Sovereign - 6.7
Financial - 75.64
Communication - 1.09
Energy - 1.53
Construction - 0.4

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