• Mutual Funds
  • Axis Mutual Fund
  • Axis Treasury Advantage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-W)

Formerly Axis Treasury Advantage Instl Wk DR

Axis Mutual Fund

Axis Treasury Advantage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-W)

DebtLow Duration

Top Ranked

1012.021

NAV (Jan 21)

5.6%
3 Year CAGR
Scripbox Opinion

Top Ranked

These are the top-ranked funds within low duration mutual funds.However, Scripbox does not recommend investing in low duration mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

13 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

8,439 Cr. Large within the category

Impact of Interest Rate Changes

Low Interest Rate Risk. The impact on fund value is quite low 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

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Short Term Money

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only, Car, Down Payment

No single fund can achieve what a plan can. Learn why

Historical NAV

1012.021

NAV (Jan 21)

Fund Returns

Last 1Y

3.9%

Last 3Y

5.6%

Last 5Y

5.3%

Last 10Y

6.1%

Since Inception

6.1%

6 Month CAGR

1.8%

info-icon-blue

Scheme Information

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.

Expense Ratio

0.61

Launched (13y ago)

Oct 09, 2009

AUM in Crores

8438.689

ISIN

INF846K01560

Lock-in

No Lock-in

Benchmark

NIFTY Low Duration Debt Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Aditya Pagaria

Fund Manager

user-avatar

Devang Shah

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,746 cr

5

₹ 36,350 cr

5

₹ 9,578 cr

5

₹ 29,495 cr

5

₹ 26,926 cr

5

amc-icon

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 268,318 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,101 debt and 35 hybrid funds.

amc-img

  • tel-amc-about
    022-43255161
  • mail-amc-about
    customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.6%

    7.1%

    19.7%

    13.6%

    26.6%

    19.4%

    4.1%

    6.7%

    3.9%

    5.5%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    Axis Treasury Advantage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-W) Review

    Axis Treasury Advantage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-W) is a Low Duration Debt fund and has delivered an annualised return of 6.1% 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.

    Nav of Axis Treasury Advantage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-W) as of 21/01/2022 is ₹1012.02 with the total AUM as of 24/01/2022 is ₹8438.689. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Treasury Advantage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-W) was launched on Oct 09, 2009. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Axis Treasury Advantage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-W) 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 Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-W) 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 Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-W) is rated as a 4 fund in Debt and delivered 3.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Treasury Advantage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-W).

    Frequently Asked Questions

    What is Axis Treasury Advantage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-W)?

    How to invest in Axis Treasury Advantage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-W)?

    What is the minimum sip amount of Axis Treasury Advantage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-W)?

    Is Axis Treasury Advantage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-W) good to invest in?

    What is the expense ratio of the Axis Treasury Advantage Reinvst of Inc Dis cum Cap Wdrl fund (RIDCW-W)?