Formerly Axis Treasury Advantage Instl Wk DR
₹ 1011.9649
NAV (Mar 05)
Top Ranked
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
12 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
9,732 Cr. Large within the category
Impact of Interest Rate Changes
Moderate Interest Rate Risk. The impact on fund value is moderate when interest rates change
Credit Quality Of Fund's Portfolio
Low Credit Risk. The fund has a high credit quality compared to other debt funds
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Scheme Information
To provide optimal returns and liquidity to the investors by investing primarily in a mix of money market and short term debt instruments which results in a portfolio having marginally higher maturity as compared to a liquid fund at the same time maintaining a balance between safety and liquidity. However,there can be no assurance that the investment objective of the Scheme will be achieved.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
0.61 %
Expense Ratio
Oct 09, 2009
Launched (12y ago)
₹ 9,732
AUM in Crores
INF846K01560
ISIN
No Lock-in
Lock-in
NIFTY Low Duration Debt Index TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
Comparison with Debt Funds
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About the AMC
Axis Asset Management Company Limited
Axis Asset Management Company Limited manages assets worth 192,437 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,93 debt and 35 hybrid funds.
Liquid
Recommended
Top Ranked
₹ 23,571 Cr
Fund Size
5.9%
3Y returns
Large Cap
Recommended
Top Ranked
₹ 21,867 Cr
Fund Size
17%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
5.4%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
4.1%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
4%
3Y returns
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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Axis Treasury Advantage fund (DR-W) is a low duration debt fund and has delivered an annualised return of 6.3% over a period of 12 years .The fund was previously known as Axis Treasury Advantage Instl Wk DR.The fund is managed by Axis Asset Management Company Limited.The fund managers are Aditya Pagaria, Devang Shah
To provide optimal returns and liquidity to the investors by investing primarily in a mix of money market and short term debt instruments which results in a portfolio having marginally higher maturity as compared to a liquid fund at the same time maintaining a balance between safety and liquidity. However,there can be no assurance that the investment objective of the Scheme will be achieved. However, there is no assurance that the objective of the scheme will be realized.
The Axis Treasury Advantage fund (DR-W) fund was launched on Oct 09, 2009. The NAV (Net Asset Value) of this low duration debt as of 2021-03-05 is ₹ 1011.9649. The total AUM (Asset Under Management) of the fund as of 2021-03-07 is ₹ 9731.835. The category risk of the Axis Treasury Advantage fund (DR-W) fund is Very High Risk. The fund charges 0.61 % as expense ratio.
The fund’s highest allocation is towards others and has invested 52.3% in this asset class. The top three holdings of the fund are 182 dtb 18032021,364 dtb 22042021 and 182 dtb 25032021
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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 TR INR.
Axis Treasury Advantage fund (DR-W) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Axis Treasury Advantage fund (DR-W) has a score of 4 out of 5. The credit risk of the fund is 4 out of 5 as compared to other debt funds.