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 Low to Moderate Low to Moderate
Asset Size (Cr) ₹3291 Cr ₹5174 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 12 Jul 1999 05 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 B-I
Turn Over 252.27% 0.0%
Expense Ratio 0.38 0.63
Manager Anurag Mittal Devang Shah
ISIN Code INF789F01331 INF846K01537
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name UTI Low Duration Fund- Discontinued Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
1 Month 0.68% 0.58%
6 Month 3.43% 3.8%
1 Year 6.93% 7.33%
3 Year 6.79% 5.86%
5 Year 4.1% 5.98%

SIP Return Analysis

Scheme Name UTI Low Duration Fund- Discontinued Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.1% 3.34%
3 Year 9.62% 9.81%
5 Year 17.14% 15.66%

Rolling Lumpsum Returns

Scheme Name UTI Low Duration Fund- Discontinued Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
1 Year 5.87% 5.26%
3 Year 14.2% 12.64%
5 Year 17.48% 16.04%

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 100.01 100.02

Sector Allocation

Scheme Name

UTI Low Duration Fund- Discontinued Growth Option

Axis Treasury Advantage Fund - Regular Plan - Growth Option

Others 13.64 2.25
Financial 81.27 85.87
Consumer Staples 1.59 -
Communication 1.47 2.01
Sovereign 2.04 3.82
Construction - 5.15
Automobile - 0.46
Capital Goods - 0.46

Top Comparisons

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

3Y Returns18.79%

VS

Quant Focused Fund-Growth Quant Focused Fund-Growth

3Y Returns22.43%

Compare Now

Edelweiss Recently Listed IPO Fund Regular Plan Growth Edelweiss Recently Listed IPO Fund Regular Plan Growth

3Y Returns13.84%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns33.84%

Compare Now

HDFC Liquid Fund - Growth Plan HDFC Liquid Fund - Growth Plan

3Y Returns5.91%

VS

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns6.02%

Compare Now

DSP Multicap Fund - Regular (G) DSP Multicap Fund - Regular (G)

3Y Returns0%

VS

Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option

3Y Returns20.72%

Compare Now
Request call back
Add to Cart Successfully