Axis Treasury Advantage Fund - Retail Plan

Low DurationDebt Rank 20 of 27

NAV · Regular-Growth

—+0.90+0.03%

As of — · AMFI

NAV growth+6.0%

Sep ’25Sep ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Strong

positive in 12 of 12 years

Beats its Low Duration category on 1Y & 5Y but trails on 3Y.

1Y return

+6.0%

+3.7 vs cat

3Y CAGR

+7.1%

-0.1 vs cat

5Y CAGR

+6.3%

+1.7 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

0.7%

3Y std dev

Go deeper on Axis Treasury Advantage Fund - Retail Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Axis Treasury Advantage Fund - Retail Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Axis Treasury Advantage Fund - Retail Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Axis Treasury Advantage Fund - Retail Plan is a Low Duration scheme from Axis. Long-run track record: about 6.3% CAGR over 5 years. Worst historical drawdown: -100% in Mar 2010, recovered in 0 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF846K01479

NAV (Direct-Growth)

₹3113.0671

Last 1Y

+6.04%

Sept 25Min ₹2935.80 · Max ₹3113.07 · 247 ptsSept 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2010

-100.0%

Peak ₹1000.00 on 2 Mar 2010 → trough ₹0.00 on 3 Mar 2010 (0 months down).

Recovered in 0 months· 4 Mar 2010

Jun 2012

-100.0%

Peak ₹1180.88 on 1 Jun 2012 → trough ₹0.00 on 3 Jun 2012 (0 months down).

Recovered in 0 months· 4 Jun 2012

Apr 2013

-100.0%

Peak ₹1263.40 on 5 Apr 2013 → trough ₹0.00 on 7 Apr 2013 (0 months down).

Recovered in 0 months· 8 Apr 2013

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.11%	+0.11%	17/ 32
1M	+0.47%	+0.48%	25/ 32
3M	+2.00%	+0.13%	23/ 32
6M	+3.02%	-0.35%	25/ 32
YTD	+3.93%	+0.27%	23/ 30
1Y	+6.04%	+2.33%	23/ 30
2Y	+6.98%	+4.41%	21/ 27
3Y	+7.09%	+7.16%	20/ 27
5Y	+6.29%	+4.54%	21/ 28
7Y	+6.31%	+5.12%	19/ 28
10Y	+6.58%	+5.49%	13/ 27

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