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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Get Free Experts GuidanceScheme 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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