Axis Treasury Advantage Fund vs Axis Treasury Advantage Fund compare

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tortoise-icon Axis Treasury Advantage Fund - Retail Plan - Growth Option

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tortoise-icon Axis Treasury Advantage Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Axis Treasury Advantage Fund - Retail Plan - Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
Fund Axis Treasury Advantage Fund - Retail Plan - Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Low to Moderate
Asset Size (Cr) ₹4820 Cr ₹4820 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 15 Mar 2010 05 Oct 2009
Category Low Duration Low Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Low Duration Debt Index B-I NIFTY Low Duration Debt Index B-I
Turn Over 0.0% 0.0%
Expense Ratio 0.64 0.65
Manager Devang Shah Devang Shah
ISIN Code INF846K01479 INF846K01537
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Axis Treasury Advantage Fund - Retail Plan - Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
1 Month 0.64% 0.64%
6 Month 3.77% 3.77%
1 Year 7.23% 7.23%
3 Year 5.72% 5.72%
5 Year 6.12% 6.08%

SIP Return Analysis

Scheme Name Axis Treasury Advantage Fund - Retail Plan - Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.34% 3.34%
3 Year 9.81% 9.81%
5 Year 15.69% 15.66%

Rolling Lumpsum Returns

Scheme Name Axis Treasury Advantage Fund - Retail Plan - Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
1 Year 5.29% 5.26%
3 Year 12.67% 12.64%
5 Year 16.08% 16.04%

Risk Management

Scheme Name Axis Treasury Advantage Fund - Retail Plan - Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
Standard Deviation 0.62% 0.62%
Sharp 0.16% 0.16%
Beta 1.35% 1.35%
Alpha 2.8% 2.8%

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Fund Managers

Scheme Name Axis Treasury Advantage Fund - Retail Plan - Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
Name Devang Shah Devang Shah
Total AUM ₹60014 Cr ₹60014 Cr
Fund Manage 15 15
Axis Treasury Advantage Fund - Retail Plan - Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Axis Treasury Advantage Fund - Retail Plan - Growth Option

Axis Treasury Advantage Fund - Regular Plan - Growth Option

Others 100.02 100.02

Sector Allocation

Scheme Name

Axis Treasury Advantage Fund - Retail Plan - Growth Option

Axis Treasury Advantage Fund - Regular Plan - Growth Option

Financial 85.87 85.87
Sovereign 3.82 3.82
Communication 2.01 2.01
Construction 5.15 5.15
Others 2.25 2.25
Automobile 0.46 0.46
Capital Goods 0.46 0.46

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