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Compare Axis Treasury Advantage Fund vs JM Low Duration Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Low to Moderate | Low to Moderate |
Rating | 5.0 | 4.0 |
Min SIP Amount | ₹1000 | ₹100 |
Expense Ratio | 0.66 | 0.73 |
NAV | ₹2965.91 | ₹35.56 |
Fund Started | 08 Oct 2009 | 25 Sep 2006 |
Fund Size | ₹6193.66 Cr | ₹231.17 Cr |
Exit Load | - | - |
Risk
Low to Moderate
Low to Moderate
Rating
5.0
4.0
Min SIP Amount
₹1000
₹100
Expense Ratio
0.66
0.73
NAV
₹2965.91
₹35.56
Fund Started
08 Oct 2009
25 Sep 2006
Fund Size
₹6193.66 Cr
₹231.17 Cr
Exit Load
-
-
Returns
1 Year | 7.67% | 7.31% |
3 Year | 6.31% | 5.95% |
5 Year | 5.99% | 9.22% |
1 Year
7.67%
7.31%
3 Year
6.31%
5.95%
5 Year
5.99%
9.22%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 1.80% | 4.96% |
Equity
0.00%
0.00%
Cash
1.80%
4.96%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Devang Shah | Killol Pandya |
Start Date | 05 Apr 2024 | 05 Nov 2024 |
Name
Devang Shah
Killol Pandya
Start Date
05 Apr 2024
05 Nov 2024
About Fund
Description | The fund seeks to generate reasonable return commensurate with low risk and high degree of liquidity from a portfolio of money market and short term debt securities. | The scheme seeks to generate stable long term returns with low risk strategy and capital appreciation/accretion besides preservation of capital through investments in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 6 months - 12 months. |
Launch Date | 08 Oct 2009 | 25 Sep 2006 |
Description
The fund seeks to generate reasonable return commensurate with low risk and high degree of liquidity from a portfolio of money market and short term debt securities.
The scheme seeks to generate stable long term returns with low risk strategy and capital appreciation/accretion besides preservation of capital through investments in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 6 months - 12 months.
Launch Date
08 Oct 2009
25 Sep 2006
