₹ 2939.0223
NAV (Oct 31)
Low Duration funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 2939.0223
NAV (Oct 31)
Last 1Y | 7.7% |
Last 3Y | 6.1% |
Last 5Y | 6% |
Last 10Y | 7% |
Since Inception | 7.4% |
6 Month CAGR | 3.8% |
The fund seeks to generate reasonable return commensurate with low risk and high degree of liquidity from a portfolio of money market and short term debt securities.
Expense Ratio | 0.66% |
Launched 15Y ago | 2009-10-09 |
AUM in Crores | 6048.9 |
ISIN | INF846K01537 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Low Duration Debt Index A-I |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 0.6 |
Beta | 1.3 |
Sharpe Ratio | 0.2 |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Axis Treasury Advantage Fund (G) | 8,45,804 | 1,13,192 | 6% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
GOI
3.85%Reserve Bank of India
3.81%REC Ltd.
3.02%Power Finance Corporation Ltd.
3.01%Small Industries Devp. Bank of India Ltd.
2.51%Fund Name | Fund Size | |
---|---|---|
₹ 8,029 cr | ||
₹ 14,839 cr | ||
₹ 4,523 cr | ||
₹ 10,307 cr | ||
₹ 12,416 cr |
Axis Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
6.2% | 7% | ||
- | 5.7% | ||
5.8% | 4.9% | ||
6.4% | 8% | ||
6.2% | 7.1% |
Axis Treasury Advantage Fund Regular Plan Growth is a Low Duration Debt fund and has delivered an annualised return of 7.42% over 15 years. The fund has grown over a period of 15 years. The fund is managed by Axis Mutual Fund. The fund managers are Aditya Pagaria, Devang Shah.
Nav of Axis Treasury Advantage Fund as of 10/31/2024 is ₹2939.02 with the total AUM as of 11/4/2024 is ₹6048.87. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Treasury Advantage Fund was launched on 2009-10-09. The category risk of the fund is Low to Moderate.
The minimum SIP amount for Axis Treasury Advantage Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Axis Treasury Advantage Fund Regular Growth is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Low Duration Debt Index A-I.
Scripbox has rated it 3 stars, indicating it's a neutral fund in the Debt category and delivered 7.69% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Treasury Advantage Fund.
What is Axis Treasury Advantage Fund?
How to invest in Axis Treasury Advantage Fund?
You can invest in Axis Treasury Advantage Fund Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Axis Treasury Advantage Fund?
The minimum sip amount for Axis Treasury Advantage Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is Axis Treasury Advantage Fund Regular Plan good to invest in?
According to Scripbox opinion, it is a 3-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.
What is the expense ratio of the Axis Treasury Advantage Fund Regular Plan Growth?
The expense ratio of the Axis Treasury Advantage Fund Regular Growth is 0.66% for regular plan.
What is the NAV of Axis Treasury Advantage Fund?
Today's Axis Treasury Advantage Fund Regular Growth NAV is ₹2939.02.