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Axis Treasury Advantage Fund - Retail Plan Growth Return

  • 1M
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  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Axis Treasury Advantage Fund - Retail Plan Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹4,662 Cr

Lock In Period

N/A

Expense Ratio

0.57

Exit Load

Nil

Benchmark

NIFTY Low Duration Debt Index A-I

Axis Treasury Advantage Fund - Retail Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.63-0.63259.36
6M3.192.20280.40
1Y5.934.26309.28
3Y7.1111.8546.82

Portfolio Analysis

  • Equity:
  • Debt: 99.61%
  • Others
As on: 2026-06-30
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About Fund Axis Treasury Advantage Fund - Retail Plan Growth

Axis Treasury Advantage Fund - Retail Plan Growth managed by Axis Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹4,662 Crore. The fund benchmarks its performance against the NIFTY Low Duration Debt Index A-I while maintaining an expense ratio of 0.57. Under the expert guidance of Devang Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Devang Shah

Mr. Devang holds B.Com, A.C.A. He has over 10 years of experience as Fund Manager. Prior to joining Axis Mutual Fund, he has worked with ICICI Prudential Asset Management Company Limited (April 2008 - October 2012) as Fund Manager, Deutsche Asset Management (India) Pvt. Ltd. (2006-2008) as Analayst, Pricewaterhouse Coopers (2004-2006)as Assistant Manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Tata Treasury Advantage Fund - Growth42,127 CR0.57
Axis Treasury Advantage Fund Growth54,662 CR0.71
Axis Treasury Advantage Fund - Retail Plan Growth04,662 CR0.57
ICICI Prudential Savings Fund Growth521,572 CR0.56
HSBC Low Duration Fund - Growth5978 CR0.91
Fund Name1Y3Y
This FundTata Treasury Advantage Fund - Growth5.835722.2917
This FundAxis Treasury Advantage Fund Growth5.929522.8763
This FundAxis Treasury Advantage Fund - Retail Plan Growth5.929522.8773
This FundICICI Prudential Savings Fund Growth6.223423.9433
This FundHSBC Low Duration Fund - Growth5.84424.0972

Axis Treasury Advantage Fund - Retail Plan Growth FAQs

Axis Treasury Advantage Fund - Retail Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Axis Treasury Advantage Fund - Retail Plan Growth is 0.57. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Axis Treasury Advantage Fund - Retail Plan Growth’s fund performance is as follows:
  • 1 Month : 0.63%
  • 6 Months : 3.19%
  • 1 Year : 5.93%
  • 3 Years : 7.11%
Returns of Axis Treasury Advantage Fund - Retail Plan Growth are updated daily based on NAV of ₹ 3092.6022 as on Jul 22,2026. Since inception, the return has been 22.88%.

You can invest in Axis Treasury Advantage Fund - Retail Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Axis Treasury Advantage Fund - Retail Plan Growth is ₹4,662 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis Treasury Advantage Fund - Retail Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.