UTI Low Duration Fund vs Tata Treasury Advantage Fund compare
Tata Treasury Advantage Fund - Regular Plan - Growth Option
UTI Low Duration Fund - Regular Plan - Growth Option
Chart Comparison
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 | Moderate |
Asset Size (Cr) | ₹2377 Cr | ₹3348 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 06 Sep 2005 | 23 Apr 2007 |
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 | 0.58 | 0.46 |
Manager | Abhishek Sonthalia | Anurag Mittal |
ISIN Code | INF277K01MA9 | INF789F01OT9 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.11% | 1.15% |
6 Month | 4.01% | 4.13% |
1 Year | 7.87% | 8.17% |
3 Year | 6.67% | 6.99% |
5 Year | 6.01% | 7.22% |
SIP Return Analysis
Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.27% | 2.35% |
1 Year | 8.29% | 8.62% |
3 Year | 7.45% | 7.73% |
5 Year | 6.47% | 7.34% |
Rolling Lumpsum Returns
Scheme Name | Tata Treasury Advantage Fund - Regular Plan - Growth Option | UTI Low Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.63% | 8.13% |
3 Year | 7.54% | 7.37% |
5 Year | 7.81% | 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% | 0.514% |
Sharp | -0.14% | 0.295% |
Beta | 1.33% | 3.65% |
Alpha | 2.57% | -0.618% |
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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 |
Funds Managed | 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 | 100 | 100 |
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