Axis Treasury Advantage Fund - Direct Plan - Bonus Option
Mutual Fund · Debt Scheme - Low Duration Fund · As of 18 Oct 2026, 7:44 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
72/ 100
Good
Weighted across five categories. Every point is explained below.
✗ Only 2.8 years of history — too short to judge through a full cycle
• Ten-year return of 7.4% a year is available, which few funds can show
Investment Checklist
3 / 3 checks passed
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹1847.59
As of
10 Apr 2017
Fund History Available
2.8 yrs
Since-Inception Return (CAGR)
8.7%
Only 2.8 yrs of history available — no clean 1Y/3Y/5Y figure yet
Annualized Volatility
2.3%
Relatively stable
Sharpe Ratio (est.)
1.55
Good risk-adj. return
Max Drawdown
-0.2%
Contained
Category
Debt Scheme - Low Duration Fund
Fund House
Axis Mutual Fund
Category Peer Comparison
Scheme
1Y Return
HSBC Low Duration Fund - Growth Direct
—
DWS Low Duration Fund - Direct Plan - Growth
—
Sundaram Low Duration Fund Direct Plan - Growth
—
Edelweiss Low Duration Fund - Direct Plan - Growth Option
—
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹7,46,369
Estimated Gain
₹1,46,369
Watch Items
This fund doesn't have enough history yet for a reliable 1-year return — the since-inception figure above is annualized from a shorter period and should be treated as rougher.
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
