Tata Treasury Advantage Fund vs HDFC Low Duration Fund compare
HDFC Low Duration Fund - Growth
Tata Treasury Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Low to Moderate |
Asset Size (Cr) | ₹18138 Cr | ₹2377 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 19 Nov 1999 | 06 Sep 2005 |
Category | Low Duration | Low Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Low Duration Debt Index B-I | CRISIL Low Duration Fund AI Index |
Turn Over | 14.32% | 48.01% |
Expense Ratio | 1.04 | 0.58 |
Manager | Dhruv Muchhal | Abhishek Sonthalia |
ISIN Code | INF179K01442 | INF277K01MA9 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.18% | 1.14% |
6 Month | 3.95% | 4.01% |
1 Year | 7.83% | 7.89% |
3 Year | 6.77% | 6.66% |
5 Year | 6.21% | 5.99% |
SIP Return Analysis
Scheme Name | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.25% | 2.24% |
1 Year | 8.15% | 8.2% |
3 Year | 7.47% | 7.42% |
5 Year | 6.52% | 6.44% |
Rolling Lumpsum Returns
Scheme Name | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.4% | 7.63% |
3 Year | 7.08% | 7.54% |
5 Year | 7.05% | 7.81% |
Risk Management
Scheme Name | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.61% | 0.62% |
Sharp | -0.241% | -0.14% |
Beta | 4.317% | 1.33% |
Alpha | -0.974% | 2.57% |
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Fund Managers
Scheme Name | HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhruv Muchhal | Abhishek Sonthalia |
Total AUM | ₹520687 Cr | ₹28928 Cr |
Funds Managed | 40 | 4 |
HDFC Low Duration Fund - Growth | Tata Treasury Advantage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Low Duration Fund - Growth |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
HDFC Low Duration Fund - Growth |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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