Tata Treasury Advantage Fund vs Axis Treasury Advantage Fund compare

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Tata Treasury Advantage Fund - Regular Plan - Growth Option

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Axis Treasury Advantage Fund - Retail Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name	Tata Treasury Advantage Fund - Regular Plan - Growth Option	Axis Treasury Advantage Fund - Retail Plan - Growth Option
Fund	Tata Treasury Advantage Fund - Regular Plan - Growth Option	Axis Treasury Advantage Fund - Retail Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Low to Moderate	Low to Moderate
Asset Size (Cr)	₹2377 Cr	₹5964 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	06 Sep 2005	03 Mar 2010
Category	Low Duration	Low Duration
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Low Duration Fund AI Index	NIFTY Low Duration Debt Index A-I
Turn Over	48.01%	0.0%
Expense Ratio	0.58	0.66
Manager	Abhishek Sonthalia	Devang Shah
ISIN Code	INF277K01MA9	INF846K01479
Exits Load	Data not available./365	Data not available./365

Scheme Name	Tata Treasury Advantage Fund - Regular Plan - Growth Option	Axis Treasury Advantage Fund - Retail Plan - Growth Option
1 Month	0.93%	0.95%
6 Month	4%	4.15%
1 Year	7.88%	8.12%
3 Year	6.67%	6.92%
5 Year	6.04%	6.21%

Scheme Name	Tata Treasury Advantage Fund - Regular Plan - Growth Option	Axis Treasury Advantage Fund - Retail Plan - Growth Option
6 Month	2.27%	2.34%
1 Year	8.29%	8.54%
3 Year	7.45%	7.68%
5 Year	6.47%	6.68%

Scheme Name	Tata Treasury Advantage Fund - Regular Plan - Growth Option	Axis Treasury Advantage Fund - Retail Plan - Growth Option
1 Year	7.63%	7.67%
3 Year	7.54%	7.35%
5 Year	7.81%	7.38%

Scheme Name	Tata Treasury Advantage Fund - Regular Plan - Growth Option	Axis Treasury Advantage Fund - Retail Plan - Growth Option
Standard Deviation	0.62%	0.62%
Sharp	-0.14%	0.16%
Beta	1.33%	1.35%
Alpha	2.57%	2.8%

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Scheme Name	Tata Treasury Advantage Fund - Regular Plan - Growth Option	Axis Treasury Advantage Fund - Retail Plan - Growth Option
Name	Abhishek Sonthalia	Devang Shah
Total AUM	₹28928 Cr	₹60014 Cr
Funds Managed	4	15
	Tata Treasury Advantage Fund - Regular Plan - Growth Option	Axis Treasury Advantage Fund - Retail Plan - Growth Option