Which funds are similar to Tata Treasury Advantage Direct Plan-Growth?
Funds similar to Tata Treasury Advantage Direct Plan-Growth in the Debt: Low Duration category are listed in the Similar Funds tab, selected based on same category and benchmark index.
How does Tata Treasury Advantage Direct Plan-Growth compare to the category average?
The comparison of Tata Treasury Advantage Direct Plan-Growth against the Debt: Low Duration category average — returns, alpha, beta and Sharpe — is shown in the Category vs Scheme Returns section at the top of the Similar Funds tab.
What is the rank of Tata Treasury Advantage Direct Plan-Growth in its category?
The rank of Tata Treasury Advantage Direct Plan-Growth within the Debt: Low Duration category is shown in the Trailing Returns section on the Performance tab and the Similar Funds tab.
What are the alternatives to Tata Treasury Advantage Direct Plan-Growth?
Top alternatives to Tata Treasury Advantage Direct Plan-Growth in the Debt: Low Duration category, sorted by AUM, are listed in the Similar Funds tab. Funds tracking the same benchmark — CRISIL Low Duration Debt A-I Index — are also listed separately.
How does Tata Treasury Advantage Direct Plan-Growth's expense ratio compare to similar funds?
The expense ratio of Tata Treasury Advantage Direct Plan-Growth is 0.27%. Over a 20-year investment, a 0.5% difference in expense ratio on a ₹10 lakh corpus can amount to lakhs in additional wealth creation.
How does Tata Treasury Advantage Direct Plan-Growth's AUM compare to similar funds?
Tata Treasury Advantage Direct Plan-Growth has an AUM of ₹ 2.75 k Cr. AUM reflects investor confidence. For small cap funds, very large AUM can limit portfolio flexibility.
Which fund has the best 3-year returns in the Debt: Low Duration category?
The top-performing funds by 3-year returns in the Debt: Low Duration category can be found by sorting the Similar Funds comparison table by the 3Y column.
Is Tata Treasury Advantage Direct Plan-Growth better than index funds in the same category?
Whether Tata Treasury Advantage Direct Plan-Growth beats index funds in the Debt: Low Duration category can be assessed by comparing its trailing returns against the benchmark returns in the Performance tab. Historically, active funds in India have shown mixed results vs index funds — large cap active funds tend to underperform index funds over 10 years, while mid/small cap active managers have often added alpha.
How does Tata Treasury Advantage Direct Plan-Growth rank in risk-adjusted returns vs peers?
Tata Treasury Advantage Direct Plan-Growth has a Sharpe ratio of 2.14. A Sharpe of 2.14 means the fund generates strong returns per unit of risk. Risk-adjusted comparison across category peers — Sharpe, alpha and beta — is shown in the Alpha, Beta & Sharpe section of the Performance tab.
Are there any funds tracking CRISIL Low Duration Debt A-I Index with lower costs?
Funds tracking the same benchmark as Tata Treasury Advantage Direct Plan-Growth — CRISIL Low Duration Debt A-I Index — are listed in the Similar Funds tab. Compare their expense ratios to find the most cost-efficient option for the same index exposure.
