Rating : ★ ★ ★ ☆ ☆
Axis Treasury Advantage Retail Monthly Dividend Payout
 ÂLow Duration Fund
Fund Type
Open Ended
Investment Plan
Dividend Payout
Expense Ratio
1%
Asset Size
5383.45 Cr.
(As of 15 May, 2022)
Benchmark
NIFTY Low Duration Debt Index TR INR
Riskometer
Investors understand that their principal will be at Low to Moderate Risk.
Objective
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. However, there can be no assurance that the investment objective of the Scheme will be achieved.
 
Fund manager
Devang Shah
Exit load
N / A
Minimum sip
₹1000
Minimum investment
₹5000
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
Canara Bank
5.85%
5.53% Govt Stock 2033
3.75%
Housing Development Finance Corporation Ltd
3.04%
Mahindra Rural Housing Finance Limited
2.20%
Sector Allocation
About the Scheme Type
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Ratings
This fund is rated 3 stars by Morning Star Ratings.
★ ★ ★ ☆ ☆
Overview of Axis Asset Management Company Limited
Axis Mutual Fund has grown strongly since the time it launched its first scheme in October 2009. The vision statement of Axis Mutual Fund has been to responsibly manage money and risks to help people feel financially secure and confident of a brighter and prosperous future. We attribute our success, thus far, to Axis Mutual Fund’s 3 founding principles
- Long term wealth creation
- Outside in (Customer) view
- Long term relationship
Our product, sales and service strategy is entirely guided by this. We, at Axis Mutual Fund, aim to provide quality financial and investment solutions to help customers feel financially secure and confident of a brighter and prosperous future. We lay a strong emphasis on risk management and planning. We encourage our investors and our partners to take a holistic view which extends beyond mere investing surpluses to investing with an underlying dream, aspiration or goal.
Investment Philosophy of Axis Mutual Fund:
- Business to be built on three pillars
- Outside-in View
- Investor at the heart of every single decision
- Communication in investor’s language, not in ours
- Enduring Wealth Creation
- Playing a serious and credible role in investor’s money basket
- Encouraging investors to build a long-term perspective of the mutual fund category
- Long-term Relationships
- Outside-in View
- Aiming at building relationships rather than being transactional