Axis Treasury Advantage Fund vs Axis Treasury Advantage Fund compare
Axis Treasury Advantage Fund - Retail Plan - Growth Option
Axis Treasury Advantage Fund - Regular Plan - Growth Option
Chart Comparison
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 | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹7365 Cr | ₹7365 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Mar 2010 | 09 Oct 2009 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Low Duration Debt Index A-I | NIFTY Low Duration Debt Index A-I |
| Turn Over | 0.0% | 0.0% |
| Expense Ratio | 0.65 | 0.66 |
| Manager | Devang Shah | Devang Shah |
| ISIN Code | INF846K01479 | INF846K01537 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Axis Treasury Advantage Fund - Retail Plan - Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.35% | 0.35% |
| 6 Month | 3.01% | 3.01% |
| 1 Year | 7.48% | 7.48% |
| 3 Year | 7.38% | 7.38% |
| 5 Year | 6.03% | 6.03% |
SIP Return Analysis
| Scheme Name | Axis Treasury Advantage Fund - Retail Plan - Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.44% | 1.44% |
| 1 Year | 6.88% | 6.88% |
| 3 Year | 7.41% | 7.41% |
| 5 Year | 6.87% | 6.87% |
Rolling Lumpsum Returns
| Scheme Name | Axis Treasury Advantage Fund - Retail Plan - Growth Option | Axis Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.7% | 7.82% |
| 3 Year | 7.34% | 7.55% |
| 5 Year | 7.33% | 7.82% |
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% |
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 |
| Funds Managed | 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 | 100 |
Sector Allocation
| Scheme Name |
Axis Treasury Advantage Fund - Retail Plan - Growth Option |
Axis Treasury Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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