3 Year return
6.61%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderately Low Risk
Asset Under Management
₹6134.05 Cr.
Expense Ratio
0.35% (inclusive of GST)
Exit Load
Nil
Tax Implications
Tax on gains as per your income tax bracket
Fund Holdings
Axis Mutual Fund Managers
DS
Devang Shah
Fund Manager since Jun 2017
Fund House Details
Axis Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
JM Low Duration Fund |
6.39% |
3.5 |
UTI Low Duration Fund |
6.45% |
5 |
Aditya Birla Sun Life Low Duration Fund |
6.81% |
4 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment
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 | 6.32% |
Expense Ratio | 0.35% |
Fund Manager | Devang Shah |
Fund Size | ₹6134.05 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 |
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.
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FAQs
What is today's NAV of Axis Treasury Advantage Fund?
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What is the minimum SIP amount to invest in Axis Treasury Advantage Fund?
How do I invest in Axis Treasury Advantage Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Axis Treasury Advantage Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Axis Treasury Advantage Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Axis Treasury Advantage Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.