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) ₹2167 Cr ₹512 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 06 Sep 2005 01 Jan 2013
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 0.57 0.64
Manager Abhishek Sonthalia Mahesh A Chhabria
ISIN Code INF277K01MA9 INF677K01452
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata Treasury Advantage Fund - Regular Plan - Growth Option HSBC Low Duration Fund - Regular Growth
1 Month 0.56% 0.61%
6 Month 3.71% 3.79%
1 Year 7.14% 7.31%
3 Year 5.64% 5.65%
5 Year 5.86% 5.66%

SIP Return Analysis

Scheme Name Tata Treasury Advantage Fund - Regular Plan - Growth Option HSBC Low Duration Fund - Regular Growth
6 Month - -
1 Year 3.25% 3.34%
3 Year 9.48% 9.69%
5 Year 15.18% 15.21%

Rolling Lumpsum Returns

Scheme Name Tata Treasury Advantage Fund - Regular Plan - Growth Option HSBC Low Duration Fund - Regular Growth
1 Year 5.14% 5.09%
3 Year 12.26% 12.23%
5 Year 15.55% 15.61%

Risk Management

Scheme Name Tata Treasury Advantage Fund - Regular Plan - Growth Option HSBC Low Duration Fund - Regular Growth
Standard Deviation 0.62% 0.68%
Sharp -0.14% -0.14%
Beta 1.33% 1.48%
Alpha 2.57% 2.87%

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
Fund Manage 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

Sovereign 6.7 8.53
Others 14.64 1.18
Financial 75.64 64.42
Communication 1.09 6.17
Energy 1.53 12.47
Construction 0.4 3.66
Diversified - 3.04
Services - 0.53

Top Comparisons

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

3Y Returns16.51%

VS

Tata Hybrid Equity Fund- Regular Plan - Growth Option Tata Hybrid Equity Fund- Regular Plan - Growth Option

3Y Returns13.8%

Compare Now

BANDHAN Focused Equity Fund - Regular Plan - Growth BANDHAN Focused Equity Fund - Regular Plan - Growth

3Y Returns18.79%

VS

Tata Focused Equity Fund-Regular Plan-Growth Tata Focused Equity Fund-Regular Plan-Growth

3Y Returns19.04%

Compare Now

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

3Y Returns21.22%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns22.61%

Compare Now

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns22.15%

VS

Motilal Oswal Large and Midcap Fund - Regular Plan Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns26.25%

Compare Now
Request call back
Add to Cart Successfully