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 Low to Moderate Low to Moderate
Asset Size (Cr) ₹5174 Cr ₹5174 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 0.63 0.63
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 0.65% 0.65%
6 Month 3.9% 3.9%
1 Year 7.69% 7.69%
3 Year 6.2% 6.2%
5 Year 6.01% 5.97%

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 7.64% 7.64%
3 Year 6.99% 6.99%
5 Year 6.23% 6.22%

Rolling Lumpsum Returns

Scheme Name Axis Treasury Advantage Fund - Retail Plan - Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option
1 Year 7.67% 7.85%
3 Year 7.39% 7.69%
5 Year 7.4% 7.86%

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 99.97 100.02

Sector Allocation

Scheme Name

Axis Treasury Advantage Fund - Retail Plan - Growth Option

Axis Treasury Advantage Fund - Regular Plan - Growth Option

Others 99.97 2.25
Sovereign - 3.82
Financial - 85.87
Construction - 5.15
Capital Goods - 0.46
Communication - 2.01
Automobile - 0.46

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