3 Year return

Launched on January 2013 (11 years)

Investment Details


Minimum SIP Amount


Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund


Your Investment ₹3,00,000
  • Total Value


Your Investment
  • Total Value

Risk Involved

Low to Moderate Risk

Your principal will be at

Moderately Low Risk

Scheme Information

Asset Under Management

₹5468.05 Cr.

Expense Ratio

0.31% (inclusive of GST)

Exit Load



ARQ Rating

Ratings by other agencies


Tax Implications

Withdrawal within 3 years

Tax based on your income tax bracket

Withdrawal after 3 years

20% tax after indexation (adjusting for inflation)

Fund Holdings


Axis Mutual Fund Managers


Devang Shah

Fund Manager since Jun 2017

View Details

Fund House Details

Axis Mutual Fund

Axis Mutual Fund Asset management company

AUM ₹275,166.00 Cr.
No. of Schemes 248
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Axis Mutual Fund

List of mutual fund schemes by AMC

About Axis Treasury Advantage Fund Direct Plan Growth

Axis Treasury Advantage Fund, managed by Axis Mutual Fund, falls within the category of low duration debt funds, specifically targeting investments in various debt securities. This direct growth plan aims to provide stability and reasonable returns to investors seeking a lower risk investment avenue. The fund primarily invests in high-quality debt instruments, ensuring a balance between risk and potential income generation. The fund has an expense ratio that is lower than the category average.

Investment Objective of the Scheme

The scheme's primary objective is to offer investors a low-risk investment avenue while focusing on generating regular income. Axis Treasury Advantage Fund Direct Plan Growth achieves this by investing predominantly in debt instruments issued by the government, corporate entities, and financial institutions. The fund aims to provide stable returns with lower volatility, making it suitable for conservative investors or those seeking to diversify their portfolio.

Key Features of The Fund

5-year return 6.45%
Expense Ratio 0.31%
Fund Manager Devang Shah
Fund Size ₹5468.05 Cr
Risk Profile Moderately Low

Is This Scheme Right for Me?

If you're looking for a lower risk investment option that provides stability and regular income, Axis Treasury Advantage Fund Direct Plan Growth could be a suitable choice. This fund aligns with individuals aiming to generate income from their investments without exposing themselves to higher market volatility associated with equity investments. However, keep in mind that debt investments are subject to interest rate fluctuations and credit risks. Evaluate your investment goals and risk tolerance before considering this fund. Seeking guidance from financial experts can provide personalised insights for well-informed decisions.

AMC Contact Details

Name Axis Mutual Fund
Launch Date January 2009
Addresss Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact 8108622211
Email customerservice@axismf.com
Website https://www.axismf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Ready to Invest? Start Your SIP Now!

Craft your ideal SIP plan effortlessly with our intuitive SIP return calculator, streamlining the process of initiating your SIP account. Enjoy a seamless account opening experience and embark on your investment journey with ease and assurance. With our support, you can navigate the complexities of investing with confidence, knowing that your financial goals are within reach.


What is today's NAV of Axis Treasury Advantage Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Axis Treasury Advantage Fund Jun 12 2024 is 2982.5617

What is the AUM of Axis Treasury Advantage Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Axis Treasury Advantage Fund is 5468.05 crore.

What is the expense ratio of Axis Treasury Advantage Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Axis Treasury Advantage Fund is 0.31%

What are the returns of Axis Treasury Advantage Fund since inception?

The Axis Treasury Advantage Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 7.68 since inception.

What is the minimum SIP amount to invest in Axis Treasury Advantage Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Axis Treasury Advantage Fund is 100.

How do I invest in Axis Treasury Advantage Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Axis Treasury Advantage Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Axis Treasury Advantage Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Axis Treasury Advantage Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.