UTI Low Duration Fund vs Axis Treasury Advantage Fund compare

Link copied to clipboard!

tortoise-icon UTI Low Duration Fund- Discontinued Growth Option

Invest Now

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

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name UTI Low Duration Fund- Discontinued Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
Fund UTI Low Duration Fund- Discontinued Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹3394 Cr ₹6134 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 12 Jul 1999 09 Oct 2009
Category Low Duration Low Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Low Duration Fund AI Index NIFTY Low Duration Debt Index A-I
Turn Over 252.27% 0.0%
Expense Ratio 0.44 0.66
Manager Anurag Mittal Devang Shah
ISIN Code INF789F01331 INF846K01537
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name UTI Low Duration Fund- Discontinued Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
1 Month 0.63% 0.6%
6 Month 3.64% 3.71%
1 Year 7.29% 7.66%
3 Year 6.03% 6.39%
5 Year 6.62% 6.01%

SIP Return Analysis

Scheme Name UTI Low Duration Fund- Discontinued Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.09% 7.36%
3 Year 6.7% 7.06%
5 Year 6.63% 6.28%

Rolling Lumpsum Returns

Scheme Name UTI Low Duration Fund- Discontinued Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
1 Year 7.66% 7.85%
3 Year 6.93% 7.69%
5 Year 7.57% 7.86%

Risk Management

Scheme Name UTI Low Duration Fund- Discontinued Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
Standard Deviation 2.55% 0.62%
Sharp 0.59% 0.16%
Beta -0.07% 1.35%
Alpha 1.37% 2.8%

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 UTI Low Duration Fund- Discontinued Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
Name Anurag Mittal Devang Shah
Total AUM ₹35669 Cr ₹60014 Cr
Fund Manage 7 15
UTI Low Duration Fund- Discontinued Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

UTI Low Duration Fund- Discontinued Growth Option

Axis Treasury Advantage Fund - Regular Plan - Growth Option

Others 100.01 100.87

Sector Allocation

Scheme Name

UTI Low Duration Fund- Discontinued Growth Option

Axis Treasury Advantage Fund - Regular Plan - Growth Option

Others 13.64 100.87
Sovereign 2.04 -
Financial 81.27 -
Communication 1.47 -
Consumer Staples 1.59 -

Top Comparisons

INVESCO INDIA FOCUSED FUND - Growth INVESCO INDIA FOCUSED FUND - Growth

3Y Returns17.12%

VS

Edelweiss Focused Fund - Regular Plan - Growth Edelweiss Focused Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

SBI Equity Hybrid Fund - Regular Plan -Growth SBI Equity Hybrid Fund - Regular Plan -Growth

3Y Returns10.08%

VS

HSBC Aggressive Hybrid Fund - Regular Growth HSBC Aggressive Hybrid Fund - Regular Growth

3Y Returns11.19%

Compare Now

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns6.1%

VS

Axis Ultra Short Duration Fund - Regular Plan Growth Axis Ultra Short Duration Fund - Regular Plan Growth

3Y Returns5.94%

Compare Now

HDFC Mid-Cap Opportunities Fund - Growth Plan HDFC Mid-Cap Opportunities Fund - Growth Plan

3Y Returns24.33%

VS

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns28.2%

Compare Now
Request call back
Add to Cart Successfully