Axis Treasury Advantage Fund - Retail Plan - Growth Option

Axis Treasury Advantage Fund - Retail Plan - Growth Option is a scheme launched by Axis Mutual Fund on March 03, 2010, and falls under the Low Duration fund category. It currently manages an AUM of Rs 7,252.03 crore. The fund permits investments with a minimum SIP of Rs 1000 and a lump sum of Rs 5000. It charges an expense ratio of 0.65% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  Axis Treasury Advantage Fund - Retail Plan - Growth Option trailing returns over different times are 7.89% (1 year), 7.3% (3 year) and 6% (5 year). The average annual return of this fund stands at 5.5%.