- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Magnum Low Duration Fund vs Tata Treasury Advantage Fund compare
SBI Magnum Low Duration Fund - Regular Plan - Growth
Tata Treasury Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Magnum Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹12254 Cr | ₹2377 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Jul 2007 | 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 | 24% | 48.01% |
| Expense Ratio | 0.97 | 0.58 |
| Manager | Pradeep Kesavan | Abhishek Sonthalia |
| ISIN Code | INF200K01MO2 | INF277K01MA9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.23% | 1.2% |
| 6 Month | 3.88% | 3.97% |
| 1 Year | 7.68% | 7.8% |
| 3 Year | 6.56% | 6.67% |
| 5 Year | 5.72% | 6.02% |
SIP Return Analysis
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.22% | 2.24% |
| 1 Year | 8.06% | 8.2% |
| 3 Year | 7.31% | 7.42% |
| 5 Year | 6.29% | 6.44% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.68% | 7.63% |
| 3 Year | 7.51% | 7.54% |
| 5 Year | 8.06% | 7.81% |
Risk Management
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.549% | 0.62% |
| Sharp | -0.743% | -0.14% |
| Beta | 4.186% | 1.33% |
| Alpha | -1.121% | 2.57% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | SBI Magnum Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Abhishek Sonthalia |
| Total AUM | ₹434274 Cr | ₹28928 Cr |
| Funds Managed | 43 | 4 |
| SBI Magnum Low Duration Fund - Regular Plan - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Magnum Low Duration Fund - Regular Plan - Growth |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Magnum Low Duration Fund - Regular Plan - Growth |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns7.76%
Axis Gilt Fund - Regular Plan - Growth Option
3Y Returns8.02%
Tata Mid Cap Growth Fund Regular Plan- Growth Option
3Y Returns16.83%
Mirae Asset Midcap Fund - Regular Plan-Growth Option
3Y Returns14.42%
Kotak Debt Hybrid - Growth
3Y Returns10.36%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns9.48%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns15.05%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns12.29%
