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Axis Treasury Advantage Fund - Retail Plan - Growth Option

Fund House:
Axis Mutual Fund
Category:
Debt: Low Duration
Status:
Open Ended Schemes
Launch Date:
15-03-2010
ISIN Number:
INF846K01479
Minimum Investment:
5000
Minimum SIP:
1000
Total Assets: (29-11-2024):
6192.49
Nav (20-12-2024)
2780.6844
CAGR Since Inception:
7.15
Benchmark:
NIFTY Low Duration Debt Index A-I
Expense Ratio (30-11-2024)::
0.66 %
Risko-Meter:
Low to Moderate
Exit Load:
NIL
Asset Class
Fixed Income
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Axis Treasury Advantage Fund - Retail Plan - Growth Option 7.67 7.34 6.32 6.04 6.75
ICICI Prudential Savings Fund - Growth 7.98 7.76 6.61 6.46 7.33
Axis Treasury Advantage Fund - Regular Plan - Growth Option 7.67 7.34 6.32 6 6.94
UTI Low Duration Fund - Regular Plan - Growth Option 7.63 7.38 6.37 7.07 6.25
Invesco India Low Duration Fund - Growth 7.55 7.19 6.09 5.76 6.8
HSBC Low Duration Fund - Regular Growth 7.49 7.28 6.13 5.75 6.74
Tata Treasury Advantage Fund - Regular Plan - Growth Option 7.41 7.13 6.07 5.86 6.28
HDFC Low Duration Fund - Growth 7.41 7.19 6.12 6.05 6.73
DSP Low Duration Fund - Regular Plan - Growth 7.4 7.16 6.12 5.7 0
Nippon India Low Duration Fund- Growth Plan - Growth Option 7.37 7.05 6.05 5.92 6.75
Fund Manager
Devang Shah, Aditya Pagaria:
Scheme Objective
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. :
Riskometer : Low to Moderate
Risko-meter
Return Analysis
Based On Axis Treasury Advantage Fund - Retail Plan - Growth Option BSE India Bond Index Debt: Low Duration
CAGR since inception 7.15% 8.74% 6.96%
1 Year 7.67% 7.49% 7.35%
3 Year 6.32% 5.99% 6.03%
5 Year 6.04% 7.41% 6.01%
10 Year 6.75% 8.41% 6.55%
Nav / Index Value as on2024-12-22 6,192.49% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 3.96
Debt 94.19
Mutual Funds 0.22
Cash & Cash Equivalents 2.42
Company Holding
4.7% Government of India (22/09/2033) 1.91
INDIAN BANK 1.19
INDIA INFRADEBT LIMITED 0.81
FIRST BUSINESS RECEIVABLES TRUST 0.81
EXPORT-IMPORT BANK OF INDIA 0.8
INDUSIND BANK LIMITED 0.79
LIC HOUSING FINANCE LTD 0.79
LIC HOUSING FINANCE LIMITED 0.73
BHARTI TELECOM LIMITED 0.41
RURAL ELECTRIFICATION CORPORATION LIMITED 0.41
FAQ's of Axis Treasury Advantage Fund - Retail Plan - Growth Option
How do I use the SIP Calculator to calculate Axis Mutual Fund ?

To calculate the Axis Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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Axis Treasury Advantage Fund - Retail Plan - Growth Option