Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Treasury Advantage Fund vs HSBC Low Duration Fund compare

Link copied to clipboard!

tortoise-icon Tata Treasury Advantage Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon HSBC Low Duration Fund - Regular Growth

Invest Now

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 HSBC Low Duration Fund - Regular Growth
Fund Tata Treasury Advantage Fund - Regular Plan - Growth Option HSBC Low Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹2377 Cr ₹538 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Sep 2005 04 Dec 2010
Category Low Duration Low Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Low Duration Fund AI Index NIFTY Low Duration Debt Index B-I
Turn Over 48.01% 30%
Expense Ratio 0.58 1.09
Manager Abhishek Sonthalia Mahesh A Chhabria
ISIN Code INF277K01MA9 INF677K01452
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Tata Treasury Advantage Fund - Regular Plan - Growth Option HSBC Low Duration Fund - Regular Growth
1 Month 0.75% 0.89%
6 Month 3.73% 3.77%
1 Year 7.51% 7.6%
3 Year 6.46% 6.54%
5 Year 5.96% 5.8%

SIP Return Analysis

Scheme Name Tata Treasury Advantage Fund - Regular Plan - Growth Option HSBC Low Duration Fund - Regular Growth
6 Month 1.67% 1.77%
1 Year 7.11% 7.27%
3 Year 7.02% 7.17%
5 Year 6.19% 6.29%

Rolling Lumpsum Returns

Scheme Name Tata Treasury Advantage Fund - Regular Plan - Growth Option HSBC Low Duration Fund - Regular Growth
1 Year 7.63% 7.41%
3 Year 7.54% 7.18%
5 Year 7.81% 7.47%

Risk Management

Scheme Name Tata Treasury Advantage Fund - Regular Plan - Growth Option HSBC Low Duration Fund - Regular Growth
Standard Deviation 0.62% 0.585%
Sharp -0.14% -0.343%
Beta 1.33% 4.265%
Alpha 2.57% -0.993%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Tata Treasury Advantage Fund - Regular Plan - Growth Option HSBC Low Duration Fund - Regular Growth
Name Abhishek Sonthalia Mahesh A Chhabria
Total AUM ₹28928 Cr ₹15021 Cr
Funds Managed 4 9
Tata Treasury Advantage Fund - Regular Plan - Growth Option HSBC Low Duration Fund - Regular Growth

Market Cap

Scheme Name

Tata Treasury Advantage Fund - Regular Plan - Growth Option

HSBC Low Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

Tata Treasury Advantage Fund - Regular Plan - Growth Option

HSBC Low Duration Fund - Regular Growth

Others 100 100

Top Comparisons

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

3Y Returns9.26%

VS

LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund Regular-Growth

3Y Returns14.86%

Compare Now

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns6.94%

VS

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns6.94%

Compare Now

UTI MMF-Discontinued - Regular Plan -Growth UTI MMF-Discontinued - Regular Plan -Growth

3Y Returns6.57%

VS

UTI MMF - Regular Plan - Growth Option UTI MMF - Regular Plan - Growth Option

3Y Returns7.02%

Compare Now

WhiteOak Capital Multi Cap Fund - Regular (G) WhiteOak Capital Multi Cap Fund - Regular (G)

3Y Returns0%

VS

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

3Y Returns14.28%

Compare Now
Add to Cart Successfully