Tata Treasury Advantage Fund vs UTI Low Duration Fund compare
Tata Treasury Advantage Fund - Regular Plan - Growth Option
UTI Low Duration Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Treasury Advantage Fund - Regular Plan - Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹2167 Cr | ₹2428 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 06 Sep 2005 | 21 Mar 2003 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Low Duration Fund AI Index | CRISIL Low Duration Fund AI Index |
| Turn Over | 48.01% | 252.27% |
| Expense Ratio | 0.57 | 0.44 |
| Manager | Abhishek Sonthalia | Anurag Mittal |
| ISIN Code | INF277K01MA9 | INF789F01OT9 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.56% | 0.64% |
| 6 Month | 3.71% | 3.72% |
| 1 Year | 7.14% | 7.34% |
| 3 Year | 5.64% | 7.56% |
| 5 Year | 5.86% | 7.05% |
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.25% | 3.31% |
| 3 Year | 9.48% | 10.35% |
| 5 Year | 15.18% | 18.52% |
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.14% | 6.31% |
| 3 Year | 12.26% | 15.32% |
| 5 Year | 15.55% | 18.89% |
| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.62% | 2.54% |
| Sharp | -0.14% | 0.72% |
| Beta | 1.33% | -0.18% |
| Alpha | 2.57% | 1.48% |
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| Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhishek Sonthalia | Anurag Mittal |
| Total AUM | ₹28928 Cr | ₹35669 Cr |
| Fund Manage | 4 | 7 |
| Tata Treasury Advantage Fund - Regular Plan - Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
| Scheme Name |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
| Scheme Name |
Tata Treasury Advantage Fund - Regular Plan - Growth Option |
UTI Low Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Sovereign | 6.7 | 1.18 |
| Others | 14.64 | 7.86 |
| Financial | 75.64 | 85.05 |
| Communication | 1.09 | 3.87 |
| Energy | 1.53 | - |
| Construction | 0.4 | - |
| Consumer Staples | - | 2.04 |
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