Tata Treasury Advantage Fund vs UTI Low Duration Fund compare

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

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tortoise-icon UTI Low Duration Fund - Regular Plan - Growth Option

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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 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

Trailing Lumpsum Returns

Scheme Name Tata Treasury Advantage Fund - Regular Plan - Growth Option UTI Low Duration Fund - Regular Plan - Growth Option
1 Month 0.64% 0.64%
6 Month 3.74% 3.72%
1 Year 7.46% 7.34%
3 Year 5.93% 7.56%
5 Year 5.84% 7.05%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Tata Treasury Advantage Fund - Regular Plan - Growth Option UTI Low Duration Fund - Regular Plan - Growth Option
1 Year 7.7% 8.26%
3 Year 7.58% 7.43%
5 Year 7.85% 7.96%

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

Tata Treasury Advantage Fund - Regular Plan - Growth Option

UTI Low Duration Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Tata Treasury Advantage Fund - Regular Plan - Growth Option

UTI Low Duration Fund - Regular Plan - Growth Option

Others 14.64 7.86
Sovereign 6.7 1.18
Financial 75.64 85.05
Construction 0.4 -
Communication 1.09 3.87
Energy 1.53 -
Consumer Staples - 2.04

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