This fund is a good choice within low duration mutual funds.
Scripbox recommends other funds for investment in Low Duration.
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to see our recommendations.
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.
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
Moderately Low
Moderate
Moderately High
High
Moderately Low risk
0.61%
Expense Ratio
9th Oct, 2009
Launched (11y ago)
₹
7,438
AUM in Crores
INF846K01560
ISIN
No Lock-in
Lock-in
NIFTY Low Duration Debt Index TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Aditya Pagaria
Fund Manager
Devang Shah
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
Axis Asset Management Company Limited manages assets worth ₹ 159,165 crores. It's current offering of mutual fund schemes includes 27 equity, 93 debt and 35 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Top Ranked
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
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Scripbox has helped over 2500 people become millionaires in the last 7
years
You'll never have to worry about what funds to choose. We'll suggest
what's best for you.
Continuous monitoring alerts
We will track our recommendations and suggest changes fund exists
whenever required.
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About Axis Treasury Advantage fund (Dividend Reinvestment - Weekly)
About Axis Treasury Advantage fund (Dividend Reinvestment - Weekly)
Axis Treasury Advantage fund (Dividend Reinvestment - Weekly) is a Low Duration Debt fund and has delivered an annualised return of 6.38% over a period of 11 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.
Axis Treasury Advantage fund (Dividend Reinvestment - Weekly) Investment Objective
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.
Axis Treasury Advantage fund (Dividend Reinvestment - Weekly) NAV, AUM and Risk
The fund was launched on 2009-10-09. The NAV of the fund as of 2020-10-20 is ₹ 1012.32. The total AUM of the fund as of 2020-10-20 is ₹ 7,438 Cr. The category risk of the fund is Moderately Low risk
The fund charges 0.61 % as expense ratio.
Axis Treasury Advantage fund (Dividend Reinvestment - Weekly) Holdings
The fund’s highest allocation is towards others and has invested 50.16% in this asset class.
The top three holdings of the fund are clearing corporation of india ltd, reliance industries limited and 182 dtb 19112020.
Axis Treasury Advantage fund (Dividend Reinvestment - Weekly) SIP
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.
Axis Treasury Advantage fund (Dividend Reinvestment - Weekly) Investment volatility and Horizon
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.
